2023 Form 5500 filing — Vps Employee Stock Ownership 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 20241007155432NAL0009024691001) for Vps Employee Stock Ownership Plan, reported by Vantage Point Solutions, Inc. under EIN 22-3860061 and plan number 002. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007155432NAL0009024691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vantage Point Solutions, Inc.
- EIN
- 22-3860061
- Plan number
- 002
- Location
- Mitchell, SD
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,480,932
- Total liabilities (EOY)
- $1,530
- Net assets (EOY)
- $27,479,402
- Employer contributions
- $1,184,033
- Total income / additions
- $6,330,004
- Benefits paid
- $282,613
- Administrative expenses
- $89,584
- Total expenses
- $390,833
- Net increase / (decrease)
- $5,939,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arete Wealth Advisors LLC | FINANCIAL ADVISOR | $47,497 | not reported in the loaded dataset |
| Transition Financial Strategies | TPA | $42,087 | not reported in the loaded dataset |