2023 Form 5500 filing — Veka Holdings, Inc. And Subsidiaries Profit Sharing & 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 20240925143218NAL0005512835001) for Veka Holdings, Inc. And Subsidiaries Profit Sharing & 401(K) Plan, reported by Veka Holdings, Inc. under EIN 25-1716653 and plan number 001. It reports 1,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925143218NAL0005512835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veka Holdings, Inc.
- EIN
- 25-1716653
- Plan number
- 001
- Location
- Fombell, PA
- Participants
- 1,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,735,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,735,157
- Employer contributions
- $1,758,118
- Participant contributions
- $2,970,266
- Total income / additions
- $16,555,497
- Benefits paid
- $3,568,589
- Administrative expenses
- $152,292
- Total expenses
- $3,742,699
- Net increase / (decrease)
- $12,812,798
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group And Retirement | RECORDKEEPER | $54,581 | $0 |
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $54,535 | not reported in the loaded dataset |
| Robert W Baird & Co | INVESTMENT ADVISOR | $53,126 | not reported in the loaded dataset |