2023 Form 5500 filing — Verbal Behavior Associates 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 20241014192305NAL0027012385001) for Verbal Behavior Associates 401(K) Plan, reported by Verbal Behavior Associates under EIN 46-4417379 and plan number 002. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014192305NAL0027012385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Verbal Behavior Associates
- EIN
- 46-4417379
- Plan number
- 002
- Location
- Poway, CA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,412,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,412,371
- Employer contributions
- $0
- Participant contributions
- $314,509
- Total income / additions
- $591,721
- Benefits paid
- $171,839
- Administrative expenses
- $5,519
- Total expenses
- $177,358
- Net increase / (decrease)
- $414,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Professionals, LLC | CONTRACT ADMIN | $22,327 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,877 | $0 |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $2,717 | not reported in the loaded dataset |
| Human Interest Advisors LLC | RECORDKEEPER | $822 | not reported in the loaded dataset |