2023 Form 5500 filing — Lutheran Family Services Of Virginia, Inc. 401(K) 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 20250312123754NAL0011713699001) for Lutheran Family Services Of Virginia, Inc. 401(K) Plan, reported by Lutheran Family Services Of Virginia, Inc. Dba Encircle under EIN 54-1222012 and plan number 002. It reports 485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312123754NAL0011713699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Family Services Of Virginia, Inc. Dba Encircle
- EIN
- 54-1222012
- Plan number
- 002
- Location
- Roanoke, VA
- Participants
- 485
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,006,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,006,755
- Employer contributions
- $744,129
- Participant contributions
- $1,352,863
- Total income / additions
- $3,697,574
- Benefits paid
- $1,237,270
- Administrative expenses
- $77,048
- Total expenses
- $1,314,318
- Net increase / (decrease)
- $2,383,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $49,682 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $25,324 | not reported in the loaded dataset |
| Brown Edwards & Company Llp | AUDITOR | $11,550 | not reported in the loaded dataset |