Deval Life Cycle Support, LLC, 401(K) Profit Sharing Plan — Form 5500 plan (Deval Life Cycle Support, 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, Deval Life Cycle Support, LLC, 401(K) Profit Sharing Plan is a benefit plan reported by Deval Life Cycle Support, LLC under EIN 82-1461489 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $4,721,909 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Deval Life Cycle Support, LLC
EIN
82-1461489
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
153
End-of-year plan assets
$4,721,909

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241011103045NAL0012371523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,721,909
Total liabilities (EOY)
$0
Net assets (EOY)
$4,721,909
Net assets (BOY)
$3,748,413

Income & contributions

Employer contributions
$259,683
Participant contributions
$413,294
Total contributions
$674,423
Total income / additions
$1,226,262

Expenses & distributions

Benefits paid
$252,241
Administrative expenses
$525
Total expenses
$252,766
Net increase / (decrease)
$973,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Na NaCONTRACT ADMIN$1,975not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$975$02023

Related Form 5500 pages