2023 Form 5500 filing — Directviz Solutions LLC 401(K)
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 20240925095151NAL0008217843001) for Directviz Solutions LLC 401(K), reported by Directviz Solutions LLC under EIN 46-0795124 and plan number 001. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925095151NAL0008217843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Directviz Solutions LLC
- EIN
- 46-0795124
- Plan number
- 001
- Location
- Vienna, VA
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,068,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,068,495
- Employer contributions
- $556,655
- Participant contributions
- $1,578,058
- Total income / additions
- $4,454,982
- Benefits paid
- $1,054,630
- Administrative expenses
- $68,457
- Total expenses
- $1,123,087
- Net increase / (decrease)
- $3,331,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $35,421 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $27,187 | $15 |
| Coastal Pension Services LLC | CONTRACT ADMIN | $5,849 | $4,346 |