Vita-Mix Holdings Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Vita-Mix Holdings Company (EIN 34-0084909) is a plan sponsor located in Cleveland, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-0084909
Location
Cleveland, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$73,099,020
Total reported net assets (EOY)
$73,099,020

Contributions & income

Employer contributions
$1,429,169
Participant contributions
$4,513,759
Total income / additions
$18,211,958

Expenses & distributions

Benefits paid / distributions
$5,476,978
Total expenses
$5,640,336
Net increase / (decrease)
$12,571,622

Coverage

Total reported participants
1,592
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Vita-Mix Holdings Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Vita-Mix Companies 401(K) Plan001994$73,099,0202023
Vita-Mix Employees Welfare Benefit Plan501598not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Vita-Mix Holdings Company
YearPlanParticipantsSchedulesFiling
2023Vita-Mix Employees Welfare Benefit Plan59820240717211957NAL0004916417001
2023Vita-Mix Companies 401(K) Plan994H, C20241014091859NAL0025806673002

Related Form 5500 pages