2023 Form 5500 filing — Vesta, Inc. 403(B) 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 20250326144937NAL0015798433001) for Vesta, Inc. 403(B) Plan, reported by Vesta Inc under EIN 52-1275072 and plan number 006. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250326144937NAL0015798433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vesta Inc
- EIN
- 52-1275072
- Plan number
- 006
- Location
- Lanham, MD
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,385,269
- Net assets (EOY)
- $16,385,269
- Employer contributions
- $297,375
- Participant contributions
- $640,804
- Total income / additions
- $3,513,031
- Benefits paid
- $760,101
- Administrative expenses
- $5,155
- Total expenses
- $765,256
- Net increase / (decrease)
- $2,747,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Inst. Oper. Co, Inc. | RECORDKEEPER | $5,155 | not reported in the loaded dataset |