2023 Form 5500 filing — Virtex Enterprises 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 20241014091432NAL0052890018003) for Virtex Enterprises 401(K) Plan, reported by Virtex Enterprises Lp under EIN 20-8728981 and plan number 001. It reports 816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091432NAL0052890018003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virtex Enterprises Lp
- EIN
- 20-8728981
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 816
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,857,476
- Net assets (EOY)
- $25,857,476
- Employer contributions
- $825,340
- Participant contributions
- $1,924,017
- Total income / additions
- $6,668,342
- Benefits paid
- $4,366,539
- Administrative expenses
- $93,599
- Total expenses
- $4,460,138
- Net increase / (decrease)
- $2,208,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $45,356 | $0 |
| Navigate 401k LLC | INVESTMENT ADVISOR | $36,242 | $0 |
| Transamerica Financial Advisors Inc | BROKER | $0 | $15,475 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $9,550 | $945 |