2023 Form 5500 filing — Virginia Tech Foundation 403(B) 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 20250501195706NAL0005380560001) for Virginia Tech Foundation 403(B) Plan, reported by Virginia Tech Foundation, Inc. under EIN 54-0721690 and plan number 001. It reports 129 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)$22.8MReported net assets$22,753,553
Participants129
Provider compensation$2001 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250501195706NAL0005380560001
Plan sponsor
Virginia Tech Foundation, Inc.
EIN
54-0721690
Plan number
001
Location
Blacksburg, 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)$22.8M total assets
Net assets$22.8MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$791.1K
Participant$251.7K
Full reported line items
Total assets (EOY)
$22,753,553
Total liabilities (EOY)
$0
Net assets (EOY)
$22,753,553
Employer contributions
$791,107
Participant contributions
$251,748
Total income / additions
$3,781,729
Benefits paid
$2,143,431
Administrative expenses
$200
Total expenses
$2,143,631
Net increase / (decrease)
$1,638,098
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$200
    NONE · Direct $200 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250501195706NAL0005380560001 cover?
It is the 2023 Form 5500 filing for Virginia Tech Foundation 403(B) Plan, reported by Virginia Tech Foundation, Inc. (EIN 54-0721690).
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