Nvfs 401(K) Plan — Form 5500 plan (Northern Virginia Family Service, Inc.)

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, Nvfs 401(K) Plan is a benefit plan reported by Northern Virginia Family Service, Inc. under EIN 54-0791977 and plan number 002. The latest loaded filing year is 2023. The filing reports 559 participants and $20,935,457 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northern Virginia Family Service, Inc.
EIN
54-0791977
Plan number
002
Plan type
2
Location
Oakton, VA
Latest filing year
2023
Participants
559
End-of-year plan assets
$20,935,457

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023559H, C20241014210910NAL0047510016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,935,457
Total liabilities (EOY)
$0
Net assets (EOY)
$20,935,457
Net assets (BOY)
$17,573,626

Income & contributions

Employer contributions
$1,241,914
Participant contributions
$1,066,406
Total contributions
$2,528,645
Total income / additions
$5,477,899

Expenses & distributions

Benefits paid
$2,095,145
Administrative expenses
$20,923
Total expenses
$2,116,068
Net increase / (decrease)
$3,361,831

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Truist Advisory Services, Inc.INVESTMENT ADVISORY$0$27,0752023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$20,922$02023

Related Form 5500 pages