Plan5500

Directviz Solutions LLC 401(K) — Form 5500 plan (Directviz Solutions LLC)

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, Directviz Solutions LLC 401(K) is a benefit plan reported by Directviz Solutions LLC under EIN 46-0795124 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $13,068,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Directviz Solutions LLC
EIN
46-0795124
Plan number
001
Plan type
2
Location
Vienna, VA
Latest filing year
2023
Participants
403
End-of-year plan assets
$13,068,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023403H, C20240925095151NAL0008217843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,068,495
Total liabilities (EOY)
$0
Net assets (EOY)
$13,068,495
Net assets (BOY)
$9,736,600

Income & contributions

Employer contributions
$556,655
Participant contributions
$1,578,058
Total contributions
$2,633,525
Total income / additions
$4,454,982

Expenses & distributions

Benefits paid
$1,054,630
Administrative expenses
$68,457
Total expenses
$1,123,087
Net increase / (decrease)
$3,331,895

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMIN$35,421$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$27,187$152023
Coastal Pension Services LLCCONTRACT ADMIN$5,849$4,3462023

Related Form 5500 pages