2023 Form 5500 filing — Central Virginia Health Services Inc. Tax Shelter Annuity 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 20241016093053NAL0050849616001) for Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan, reported by Central Virginia Health Services, Inc. under EIN 54-0887287 and plan number 001. It reports 548 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)$35.8MReported net assets$35,776,979

Participants548

Provider compensation$83.3K4 Schedule C row(s)$83,267

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241016093053NAL0050849616001
Plan sponsor: Central Virginia Health Services, Inc.
EIN: 54-0887287
Plan number: 001
Location: New Canton, 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)$35.8M total assets

Net assets$35.8MLiabilities$0

Money in vs. money out

Total income / additions$7.8M

Total expenses$1.2M

Benefits paid / distributions$1.2M

Contributions

Employer$1.1M

Participant$2M

Full reported line items

Total assets (EOY): $35,776,979
Total liabilities (EOY): $0
Net assets (EOY): $35,776,979
Employer contributions: $1,130,009
Participant contributions: $1,955,492
Total income / additions: $7,779,061
Benefits paid: $1,161,160
Administrative expenses: $81,590
Total expenses: $1,247,388
Net increase / (decrease): $6,531,673

Schedule C

Reported service provider compensation

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

1
Tiaa$64.4K
RECORDKEEPER · Direct $64.4K · Indirect $0
2
Robinson Farmer Cox Associates Pllc$15K
ACCOUNTING · Direct $15K
3
New Pinnacle Consulting Group, LLC$2.7K
CONSULTING PENSION · Direct $2.7K
4
Axa Equitable Life Insurance Co$1.1K
RECORDKEEPER · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016093053NAL0050849616001 cover?: It is the 2023 Form 5500 filing for Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan, reported by Central Virginia Health Services, Inc. (EIN 54-0887287).
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).