2023 Form 5500 filing — Vitamin Cottage Employee 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 20240919191102NAL0006661217001) for Vitamin Cottage Employee 401(K) Plan, reported by Vitamin Cottage Natural Food Markets, Inc. under EIN 84-1444517 and plan number 001. It reports 4,636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919191102NAL0006661217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vitamin Cottage Natural Food Markets, Inc.
- EIN
- 84-1444517
- Plan number
- 001
- Location
- Lakewood, CO
- Participants
- 4,636
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,083,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,083,499
- Employer contributions
- $1,291,456
- Participant contributions
- $6,648,295
- Total income / additions
- $15,727,025
- Benefits paid
- $4,596,117
- Administrative expenses
- $249,679
- Total expenses
- $4,868,503
- Net increase / (decrease)
- $10,858,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $158,929 | $0 |
| Innovest Portfolio Solutions LLC | INVESTMENT ADVISOR | $62,750 | not reported in the loaded dataset |
| Bdo Usa, Llp | AUDITOR | $28,000 | not reported in the loaded dataset |