Virginia Tech Foundation 403(B) Plan — Form 5500 plan (Virginia Tech Foundation, 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, Virginia Tech Foundation 403(B) Plan is a benefit plan reported by Virginia Tech Foundation, Inc. under EIN 54-0721690 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $22,753,553 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Virginia Tech Foundation, Inc.
EIN
54-0721690
Plan number
001
Plan type
2
Location
Blacksburg, VA
Latest filing year
2023
Participants
129
End-of-year plan assets
$22,753,553

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20250501195706NAL0005380560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,753,553
Total liabilities (EOY)
$0
Net assets (EOY)
$22,753,553
Net assets (BOY)
$21,115,455

Income & contributions

Employer contributions
$791,107
Participant contributions
$251,748
Total contributions
$1,053,153
Total income / additions
$3,781,729

Expenses & distributions

Benefits paid
$2,143,431
Administrative expenses
$200
Total expenses
$2,143,631
Net increase / (decrease)
$1,638,098

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$200$02023

Related Form 5500 pages