2023 Form 5500 filing — Vanguard Industries East 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 20241003133522NAL0004886547001) for Vanguard Industries East 401(K) Plan, reported by Vanguard Industries East, Inc. under EIN 54-1817115 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003133522NAL0004886547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vanguard Industries East, Inc.
- EIN
- 54-1817115
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,140,271
- Net assets (EOY)
- $17,140,271
- Employer contributions
- $324,896
- Participant contributions
- $614,717
- Total income / additions
- $3,293,386
- Benefits paid
- $1,028,112
- Administrative expenses
- $48,465
- Total expenses
- $1,079,553
- Net increase / (decrease)
- $2,213,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,455 | $0 |
| Gallagher Benefit Services, Inc. | INVESTMENT ADVISOR | $20,739 | not reported in the loaded dataset |
| Campbell Albrecht | TPA | $3,340 | $7,377 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $621 | not reported in the loaded dataset |