2023 Form 5500 filing — Village Associates Inc. 401(K) Plan And Trust
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 20240916104253NAL0001412801001) for Village Associates Inc. 401(K) Plan And Trust, reported by Village Associates Inc. under EIN 85-2959197 and plan number 001. It reports 516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916104253NAL0001412801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Village Associates Inc.
- EIN
- 85-2959197
- Plan number
- 001
- Location
- Pulaski, WI
- Participants
- 516
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,749,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,749,209
- Employer contributions
- $804,235
- Participant contributions
- $1,415,108
- Total income / additions
- $6,516,189
- Benefits paid
- $2,127,587
- Administrative expenses
- $62,440
- Total expenses
- $2,190,027
- Net increase / (decrease)
- $4,326,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $43,740 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $18,700 | $0 |