2023 Form 5500 filing — Villa Enterprises Management Ltd., Inc. 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 20241014204107NAL0013831203001) for Villa Enterprises Management Ltd., Inc. 401(K) Plan, reported by Villa Enterprises Management Ltd., Inc. under EIN 22-2913107 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014204107NAL0013831203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Villa Enterprises Management Ltd., Inc.
- EIN
- 22-2913107
- Plan number
- 001
- Location
- Morristown, NJ
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,242,595
- Net assets (EOY)
- $3,242,595
- Employer contributions
- $31,963
- Participant contributions
- $220,566
- Total income / additions
- $705,004
- Benefits paid
- $119,061
- Administrative expenses
- $9,184
- Total expenses
- $130,856
- Net increase / (decrease)
- $574,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morning Star | INVESTMENT AD VISOR-PLAN | $1,450 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $352 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | BROKER DEALER | not reported in the loaded dataset | $352 |