Original filing (PDF)20240514170633NAL0033569091001

SV CAPITAL GROUP INC.

Name: SV CAPITAL GROUP INC. — SV CAPITAL GROUP INC. DEFINED BENEFIT PLAN & TRUST, Form 5500 (2023)
Creator: SV CAPITAL GROUP INC.

Form 5500-SF

FILING_RECEIVED

SV CAPITAL GROUP INC. DEFINED BENEFIT PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SV CAPITAL GROUP INC..

Plan sponsor

Name

SV CAPITAL GROUP INC.

EIN

46-0603588

Address

1521 LEWISTON DR · SUNNYVALE, CA · 94087

Phone

(408) 799-2558

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-14

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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