2023 Form 5500 filing — Vaa, LLC Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731065827NAL0014090867001) for Vaa, LLC Profit Sharing Plan, reported by Vaa, LLC under EIN 20-5980566 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731065827NAL0014090867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vaa, LLC
- EIN
- 20-5980566
- Plan number
- 001
- Location
- Plymouth, MN
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,078,324
- Net assets (EOY)
- $50,078,324
- Employer contributions
- $3,192,395
- Participant contributions
- $1,631,208
- Total income / additions
- $12,478,002
- Benefits paid
- $2,223,091
- Administrative expenses
- $60,557
- Total expenses
- $2,283,648
- Net increase / (decrease)
- $10,194,354
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | not reported in the loaded dataset | $32,974 | $0 |
| Usi Advisors Inc | not reported in the loaded dataset | $23,000 | $0 |
| Empower Advisory Group, LLC | not reported in the loaded dataset | $22,606 | $0 |
| Tax Sheltered Compensation | not reported in the loaded dataset | $7,295 | $10,000 |
| Wipflillp | not reported in the loaded dataset | $13,500 | $0 |