2023 Form 5500 filing — Nvfs 401(K) 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 20241014210910NAL0047510016001) for Nvfs 401(K) Plan, reported by Northern Virginia Family Service, Inc. under EIN 54-0791977 and plan number 002. It reports 559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014210910NAL0047510016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Virginia Family Service, Inc.
- EIN
- 54-0791977
- Plan number
- 002
- Location
- Oakton, VA
- Participants
- 559
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,935,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,935,457
- Employer contributions
- $1,241,914
- Participant contributions
- $1,066,406
- Total income / additions
- $5,477,899
- Benefits paid
- $2,095,145
- Administrative expenses
- $20,923
- Total expenses
- $2,116,068
- Net increase / (decrease)
- $3,361,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truist Advisory Services, Inc. | INVESTMENT ADVISORY | $0 | $27,075 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,922 | $0 |