2023 Form 5500 filing — Vanguard Fire & Security Systems 401(K) Salary Reduction Plan & 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 20240927101907NAL0003864114001) for Vanguard Fire & Security Systems 401(K) Salary Reduction Plan & Trust, reported by Vanguard Fire & Security Systems under EIN 38-1967444 and plan number 002. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240927101907NAL0003864114001
Filing year
2023
Form type
2
Plan sponsor
Vanguard Fire & Security Systems
EIN
38-1967444
Plan number
002
Location
Grand Rapids, MI
Participants
207
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,706,222
Total liabilities (EOY)
$0
Net assets (EOY)
$8,706,222
Employer contributions
$135,379
Participant contributions
$340,655
Total income / additions
$2,007,971
Benefits paid
$2,806,263
Administrative expenses
$43,637
Total expenses
$2,851,832
Net increase / (decrease)
-$843,861
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$24,398$0
Kdp Retirement Plan ServicesTPA$7,498$0

Related Form 5500 pages