Van Ness Feldman Employees Retirement Plan — Form 5500 plan (Van Ness Feldman, Llp)
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, Van Ness Feldman Employees Retirement Plan is a benefit plan reported by Van Ness Feldman, Llp under EIN 52-1154904 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $82,054,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van Ness Feldman, Llp
- EIN
- 52-1154904
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $82,054,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241015132712NAL0049612544003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,054,974
- Net assets (EOY)
- $82,054,974
- Net assets (BOY)
- $73,902,314
Income & contributions
- Employer contributions
- $564,305
- Participant contributions
- $2,210,775
- Total contributions
- $2,775,949
- Total income / additions
- $13,574,491
Expenses & distributions
- Benefits paid
- $5,279,075
- Administrative expenses
- $142,756
- Total expenses
- $5,421,831
- Net increase / (decrease)
- $8,152,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nepc LLC | LEGAL | $66,196 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $63,960 | $0 | 2023 |
| Adeptus Partners LLC | AUDITOR | $12,600 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Van Ness Feldman, Llp
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Nepc LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Adeptus Partners LLC — Schedule C compensation
- National Financial Services — Schedule C compensation