2023 Form 5500 filing — Lutheran Family Services Of Virginia, Inc. 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 20250312123754NAL0011713699001) for Lutheran Family Services Of Virginia, Inc. 401(K) Plan, reported by Lutheran Family Services Of Virginia, Inc. Dba Encircle under EIN 54-1222012 and plan number 002. It reports 485 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)$12MReported net assets$12,006,755
Participants485
Provider compensation$86.6K3 Schedule C row(s)$86,556
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250312123754NAL0011713699001
- Plan sponsor
- Lutheran Family Services Of Virginia, Inc. Dba Encircle
- EIN
- 54-1222012
- Plan number
- 002
- Location
- Roanoke, VA
- Received date
- not reported in the loaded dataset
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)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,006,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,006,755
- Employer contributions
- $744,129
- Participant contributions
- $1,352,863
- Total income / additions
- $3,697,574
- Benefits paid
- $1,237,270
- Administrative expenses
- $77,048
- Total expenses
- $1,314,318
- Net increase / (decrease)
- $2,383,256
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $49,682 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $25,324 | not reported in the loaded dataset |
| Brown Edwards & Company Llp | AUDITOR | $11,550 | not reported in the loaded dataset |