St. Josephs Villa 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: St. Josephs Villa
  • Sponsor EIN: 540505950
  • Sponsor Address: 8000 BROOK ROAD, RICHMOND, VA, 23227
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 310
  • Total Assets: $6.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023310$6.9M$202,197$309,898
2022263$7.1M$234,453$332,846

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