Directviz Solutions LLC 401(K) — Form 5500 plan (Directviz Solutions LLC)
Plain-English plan 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, Directviz Solutions LLC 401(K) is a benefit plan reported by Directviz Solutions LLC under EIN 46-0795124 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $13,068,495 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.1MPlan net assets, end of year$13,068,495
Participants403Covered participants reported
Assets / participant$32.4KComputed: assets ÷ participants$32,428 (computed)
Provider compensation$72.8K3 Schedule C provider row(s)$72,818
- Plan sponsor
- Directviz Solutions LLC
- EIN
- 46-0795124
- Plan number
- 001
- Plan type
- 2
- Location
- Vienna, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20240925095151NAL0008217843001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,068,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,068,495
- Net assets (BOY)
- $9,736,600
Income & contributions
- Employer contributions
- $556,655
- Participant contributions
- $1,578,058
- Total contributions
- $2,633,525
- Total income / additions
- $4,454,982
Expenses & distributions
- Benefits paid
- $1,054,630
- Administrative expenses
- $68,457
- Total expenses
- $1,123,087
- Net increase / (decrease)
- $3,331,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $35,421 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $27,187 | $15 | 2023 |
| Coastal Pension Services LLC | CONTRACT ADMIN | $5,849 | $4,346 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Directviz Solutions LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Vienna, VA
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Coastal Pension Services LLC — Schedule C compensation