2023 Form 5500 filing — Virtuoso, Ltd 401(K) Profit Sharing 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 20241015070557NAL0055050498001) for Virtuoso, Ltd 401(K) Profit Sharing Plan, reported by Virtuoso, Ltd under EIN 13-5670009 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070557NAL0055050498001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virtuoso, Ltd
- EIN
- 13-5670009
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,990,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,990,139
- Employer contributions
- $767,916
- Participant contributions
- $2,116,748
- Total income / additions
- $8,339,624
- Benefits paid
- $1,329,088
- Administrative expenses
- $68,305
- Total expenses
- $1,399,769
- Net increase / (decrease)
- $6,939,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Serv | INVESTMENT/FINANCIAL ADVI | $37,056 | $0 |
| Adp, Inc. | RECORD KEEPER | $31,248 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |