Reston Association Retirement Savings Plan — Form 5500 plan (Reston Association)

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, Reston Association Retirement Savings Plan is a benefit plan reported by Reston Association under EIN 54-6060435 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $13,378,220 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.4MPlan net assets, end of year$13,378,220
Participants154Covered participants reported
Assets / participant$86.9KComputed: assets ÷ participants$86,872 (computed)
Provider compensation$25K1 Schedule C provider row(s)$25,000
Plan sponsor
Reston Association
EIN
54-6060435
Plan number
001
Plan type
2
Location
Reston, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20240925161246NAL0005585763001
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)$13.4M total assets
Net assets$13.4MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$328.8K
Participant$423.4K
Full reported line items

Net assets

Total assets (EOY)
$13,378,220
Total liabilities (EOY)
$0
Net assets (EOY)
$13,378,220
Net assets (BOY)
$13,117,946

Income & contributions

Employer contributions
$328,770
Participant contributions
$423,382
Total contributions
$752,152
Total income / additions
$3,161,471

Expenses & distributions

Benefits paid
$2,873,941
Administrative expenses
$27,256
Total expenses
$2,901,197
Net increase / (decrease)
$260,274
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income91%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Qp ConsultingINVESTMENT ADVISOR$25,000not reported in the loaded dataset2023

Related Form 5500 pages