2023 Form 5500 filing — Dentistry@Vcu 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814122906NAL0006509203001) for Dentistry@Vcu 401(K) Retirement Plan, reported by Dentistry Vcu under EIN 54-1590300 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814122906NAL0006509203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dentistry Vcu
- EIN
- 54-1590300
- Plan number
- 001
- Location
- Richmond, VA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,517,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,517,443
- Employer contributions
- $713,324
- Participant contributions
- $515,089
- Total income / additions
- $3,004,942
- Benefits paid
- $600,066
- Administrative expenses
- $56,134
- Total expenses
- $656,200
- Net increase / (decrease)
- $2,348,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sima Retirement Solutions, LLC | ADVISOR | $39,983 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $11,966 | $0 |