2023 Form 5500 filing — Virginia Union University Defined Contribution 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 20241014070205NAL0026738353001) for Virginia Union University Defined Contribution Retirement Plan, reported by Virginia Union University under EIN 54-0524516 and plan number 001. It reports 366 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)$23.6MReported net assets$23,621,171
Participants366
Provider compensation$16.1K3 Schedule C row(s)$16,144
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014070205NAL0026738353001
Plan sponsor
Virginia Union University
EIN
54-0524516
Plan number
001
Location
Richmond, VA
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)$23.6M total assets
Net assets$23.6MLiabilities
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$236.3K
Participant$331.7K
Full reported line items
Total assets (EOY)
$23,621,171
Net assets (EOY)
$23,621,171
Employer contributions
$236,333
Participant contributions
$331,690
Total income / additions
$3,481,035
Benefits paid
$1,741,194
Administrative expenses
$4,375
Total expenses
$1,745,569
Net increase / (decrease)
$1,735,466
Schedule C

Reported service provider compensation

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

  1. 1
    OTHER SERVICES · Direct $0 · Indirect $11.7K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $4.1K
  3. 3
    Tiaa$325
    RECORDKEEPER · Direct $325 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014070205NAL0026738353001 cover?
It is the 2023 Form 5500 filing for Virginia Union University Defined Contribution Retirement Plan, reported by Virginia Union University (EIN 54-0524516).
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