Plan5500

Legal Aid Of Wv Dc Retirement Plan — Form 5500 plan (Legal Aid Of West Virginia, 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, Legal Aid Of Wv Dc Retirement Plan is a benefit plan reported by Legal Aid Of West Virginia, Inc. under EIN 31-1789739 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $17,963,380 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18MPlan net assets, end of year$17,963,380
Participants260Covered participants reported
Assets / participant$69.1KComputed: assets ÷ participants$69,090 (computed)
Provider compensation$22.1K1 Schedule C provider row(s)$22,078
Plan sponsor
Legal Aid Of West Virginia, Inc.
EIN
31-1789739
Plan number
001
Plan type
2
Location
Charleston, WV
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    260 participants · 2Sch HSch C
    View filing →
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)$18M total assets
Net assets$18MLiabilities—
Money in vs. money out
Total income / additions$3.5M
Total expenses$906.9K
Benefits paid / distributions$885K
Contributions
Employer$793.1K
Participant$318.3K
Full reported line items

Net assets

Total assets (EOY)
$17,963,380
Net assets (EOY)
$17,963,380
Net assets (BOY)
$15,342,777

Income & contributions

Employer contributions
$793,096
Participant contributions
$318,335
Total contributions
$1,121,719
Total income / additions
$3,527,505

Expenses & distributions

Benefits paid
$885,049
Administrative expenses
$21,853
Total expenses
$906,902
Net increase / (decrease)
$2,620,603
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 71%Participant 29%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa-Teachers Ins And Annuity Assoc$22.1K
    Direct $22.1K · Indirect $0

Related Form 5500 pages