2023 Form 5500 filing — Van Ness Feldman Employees Retirement Plan
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 20241015132712NAL0049612544003) for Van Ness Feldman Employees Retirement Plan, reported by Van Ness Feldman, Llp under EIN 52-1154904 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132712NAL0049612544003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Van Ness Feldman, Llp
- EIN
- 52-1154904
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,054,974
- Net assets (EOY)
- $82,054,974
- Employer contributions
- $564,305
- Participant contributions
- $2,210,775
- Total income / additions
- $13,574,491
- Benefits paid
- $5,279,075
- Administrative expenses
- $142,756
- Total expenses
- $5,421,831
- Net increase / (decrease)
- $8,152,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nepc LLC | LEGAL | $66,196 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $63,960 | $0 |
| Adeptus Partners LLC | AUDITOR | $12,600 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |