2023 Form 5500 filing — Villara Corporation 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 20250107144731NAL0005249747001) for Villara Corporation 401(K) Plan, reported by Villara Corporation under EIN 94-1343912 and plan number 001. It reports 1,554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250107144731NAL0005249747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Villara Corporation
- EIN
- 94-1343912
- Plan number
- 001
- Location
- Mcclellan, CA
- Participants
- 1,554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,819,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,819,121
- Employer contributions
- $445,184
- Participant contributions
- $2,436,617
- Total income / additions
- $7,132,866
- Benefits paid
- $2,326,152
- Administrative expenses
- $235,583
- Total expenses
- $2,561,735
- Net increase / (decrease)
- $4,571,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $62,857 | $0 |
| Capital Planning Advisors LLC | INVESTMENT ADVISOR | $61,843 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,669 | not reported in the loaded dataset |
| 401k Safe 3(16) | OTHER | $26,000 | not reported in the loaded dataset |
| Miller, Kaplan, Arase Llp | AUDITOR | $13,000 | not reported in the loaded dataset |