Lutheran Family Services Of Virginia, Inc. 401(K) Plan — Form 5500 plan (Lutheran Family Services Of Virginia, Inc. Dba Encircle)
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, Lutheran Family Services Of Virginia, Inc. 401(K) Plan is a benefit plan reported by Lutheran Family Services Of Virginia, Inc. Dba Encircle under EIN 54-1222012 and plan number 002. The latest loaded filing year is 2023. The filing reports 485 participants and $12,006,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Family Services Of Virginia, Inc. Dba Encircle
- EIN
- 54-1222012
- Plan number
- 002
- Plan type
- 2
- Location
- Roanoke, VA
- Latest filing year
- 2023
- Participants
- 485
- End-of-year plan assets
- $12,006,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 485 | H, C | 20250312123754NAL0011713699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,006,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,006,755
- Net assets (BOY)
- $9,623,499
Income & contributions
- Employer contributions
- $744,129
- Participant contributions
- $1,352,863
- Total contributions
- $2,156,787
- Total income / additions
- $3,697,574
Expenses & distributions
- Benefits paid
- $1,237,270
- Administrative expenses
- $77,048
- Total expenses
- $1,314,318
- Net increase / (decrease)
- $2,383,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $49,682 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $25,324 | not reported in the loaded dataset | 2023 |
| Brown Edwards & Company Llp | AUDITOR | $11,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lutheran Family Services Of Virginia, Inc. Dba Encircle
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Roanoke, VA
- Empower Annuity Insurance Company — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Brown Edwards & Company Llp — Schedule C compensation