2023 Form 5500 filing — Vectorworks, Inc. 401(K) 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 20240913113209NAL0009856561001) for Vectorworks, Inc. 401(K) Plan, reported by Vectorworks, Inc. under EIN 52-1407016 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240913113209NAL0009856561001
Filing year
2023
Form type
2
Plan sponsor
Vectorworks, Inc.
EIN
52-1407016
Plan number
001
Location
Columbia, MD
Participants
313
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$38,537,700
Total liabilities (EOY)
$0
Net assets (EOY)
$38,537,700
Employer contributions
$807,915
Participant contributions
$2,215,127
Total income / additions
$9,185,274
Benefits paid
$2,836,482
Administrative expenses
$57,350
Total expenses
$2,901,863
Net increase / (decrease)
$6,283,411
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Greenspring Advisors, LLCINVESTMENT/FINANCIAL ADVI$39,327$0
Adp, Inc.RECORD KEEPER$18,023$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages