2023 Form 5500 filing — Emerald Transformer 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 20241004141503NAL0006764387001) for Emerald Transformer 401(K) Plan, reported by Vpg Transformers Group LLC under EIN 90-0997749 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004141503NAL0006764387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vpg Transformers Group LLC
- EIN
- 90-0997749
- Plan number
- 001
- Location
- Mckinney, TX
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,295,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,295,955
- Employer contributions
- $293,708
- Participant contributions
- $786,789
- Total income / additions
- $1,775,748
- Benefits paid
- $754,230
- Administrative expenses
- $49,255
- Total expenses
- $803,485
- Net increase / (decrease)
- $972,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $19,760 | $0 |
| Raymond James Financial Services | INVESTMENT ADV. - PLAN | $16,873 | not reported in the loaded dataset |
| Transamerica Financial Life | RECORD KEEPER | $12,622 | $0 |