Dentistry@Vcu 401(K) Retirement Plan — Form 5500 plan (Dentistry Vcu)
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, Dentistry@Vcu 401(K) Retirement Plan is a benefit plan reported by Dentistry Vcu under EIN 54-1590300 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $12,517,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dentistry Vcu
- EIN
- 54-1590300
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $12,517,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20240814122906NAL0006509203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,517,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,517,443
- Net assets (BOY)
- $10,168,701
Income & contributions
- Employer contributions
- $713,324
- Participant contributions
- $515,089
- Total contributions
- $1,273,438
- Total income / additions
- $3,004,942
Expenses & distributions
- Benefits paid
- $600,066
- Administrative expenses
- $56,134
- Total expenses
- $656,200
- Net increase / (decrease)
- $2,348,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sima Retirement Solutions, LLC | ADVISOR | $39,983 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $11,966 | $0 | 2023 |