2023 Form 5500 filing — Friendship Village Retirement Savings 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 20240904130235NAL0041144482001) for Friendship Village Retirement Savings Plan, reported by Fv Services, Inc under EIN 82-0986068 and plan number 001. It reports 984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.7MReported net assets$18,657,542
Participants984
Provider compensation$80.6K2 Schedule C row(s)$80,602
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904130235NAL0041144482001
Plan sponsor
Fv Services, Inc
EIN
82-0986068
Plan number
001
Location
St. Louis, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.7M total assets
Net assets$18.7MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$473.8K
Participant$1.4M
Full reported line items
Total assets (EOY)
$18,657,542
Total liabilities (EOY)
$0
Net assets (EOY)
$18,657,542
Employer contributions
$473,807
Participant contributions
$1,429,245
Total income / additions
$4,618,744
Benefits paid
$1,361,715
Administrative expenses
$74,149
Total expenses
$1,450,855
Net increase / (decrease)
$3,167,889
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $50.1K · Indirect $6.5K
  2. 2
    NONE · Direct $24K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904130235NAL0041144482001 cover?
It is the 2023 Form 5500 filing for Friendship Village Retirement Savings Plan, reported by Fv Services, Inc (EIN 82-0986068).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages