United Methodist Family Services Of Virginia, Inc. 401(K) Profit Sharing — Form 5500 plan (United Methodist Family Services Of Virginia)
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, United Methodist Family Services Of Virginia, Inc. 401(K) Profit Sharing is a benefit plan reported by United Methodist Family Services Of Virginia under EIN 54-0505969 and plan number 002. The latest loaded filing year is 2023. The filing reports 658 participants and $18,145,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Methodist Family Services Of Virginia
- EIN
- 54-0505969
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 658
- End-of-year plan assets
- $18,145,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 658 | H, C | 20241001102054NAL0012100432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,145,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,145,892
- Net assets (BOY)
- $16,828,844
Income & contributions
- Employer contributions
- $642,131
- Participant contributions
- $853,723
- Total contributions
- $1,531,763
- Total income / additions
- $4,296,840
Expenses & distributions
- Benefits paid
- $2,848,303
- Administrative expenses
- $129,365
- Total expenses
- $2,979,792
- Net increase / (decrease)
- $1,317,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $129,364 | $0 | 2023 |
| Benefit Fiduciary Group LLC | INVESTMENT ADVISORY | $0 | $42,481 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Methodist Family Services Of Virginia
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Principal Life Insurance Company — Schedule C compensation
- Benefit Fiduciary Group LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation