2023 Form 5500 filing — Viaquest, Inc. 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 20241021085050NAL0000786483001) for Viaquest, Inc. 401(K) Profit Sharing Plan, reported by Viaquest under EIN 31-1682039 and plan number 001. It reports 1,632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021085050NAL0000786483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Viaquest
- EIN
- 31-1682039
- Plan number
- 001
- Location
- Dublin, OH
- Participants
- 1,632
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,694,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,694,518
- Participant contributions
- $1,257,310
- Total income / additions
- $2,516,742
- Benefits paid
- $382,316
- Administrative expenses
- $63,291
- Total expenses
- $474,975
- Net increase / (decrease)
- $2,041,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Insurance | TRUST RECORDKEEPER | $63,291 | $28,767 |
| Morgan Stanley Smith Barney, LLC | FINANCIAL ADVISOR | $0 | $9,269 |
| Stifel Nicolaus & Co., Inc. | FINANCIAL ADVISOR | $0 | $4,575 |