2023 Form 5500 filing — Vintage Parts, Inc. Employee Savings 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 20241014160601NAL0027813121001) for Vintage Parts, Inc. Employee Savings Plan, reported by Vintage Parts, Inc. under EIN 39-1725944 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160601NAL0027813121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vintage Parts, Inc.
- EIN
- 39-1725944
- Plan number
- 001
- Location
- Little Chute, WI
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,004,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,004,766
- Employer contributions
- $326,138
- Participant contributions
- $382,678
- Total income / additions
- $1,822,942
- Benefits paid
- $382,059
- Administrative expenses
- $14,435
- Total expenses
- $396,494
- Net increase / (decrease)
- $1,426,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $0 | $17,260 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,590 | $0 |
| Retirement Strategies LLC | TPA | $1,885 | $3,619 |
| Willshire Associates Inc | INVESTMENT ADVISOR | $0 | $0 |