2023 Form 5500 filing — V-Soft Consulting Group Retirement 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 20241015075009NAL0048414016001) for V-Soft Consulting Group Retirement Plan, reported by V-Soft Consulting Group under EIN 76-0532643 and plan number 001. It reports 1,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015075009NAL0048414016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- V-Soft Consulting Group
- EIN
- 76-0532643
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 1,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,838,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,838,402
- Employer contributions
- $1,161,470
- Participant contributions
- $4,917,219
- Total income / additions
- $11,747,399
- Benefits paid
- $4,196,049
- Administrative expenses
- $187,498
- Total expenses
- $4,336,087
- Net increase / (decrease)
- $7,411,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $105,980 | $0 |
| Agri Investment Services, LLC | INVESTMENT ADVISOR | $41,650 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc. | TPA | $34,859 | not reported in the loaded dataset |