2023 Form 5500 filing — Van Doren Sales, Inc. 401(K) Savings 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 20250416154017NAL0008724416001) for Van Doren Sales, Inc. 401(K) Savings Plan, reported by Van Doren Sales, Inc. under EIN 91-0646418 and plan number 002. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.7MReported net assets$18,717,133
Participants145
Provider compensation$67K2 Schedule C row(s)$67,020
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250416154017NAL0008724416001
Plan sponsor
Van Doren Sales, Inc.
EIN
91-0646418
Plan number
002
Location
East Wenatchee, WA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.7M total assets
Net assets$18.7MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$335.9K
Participant$695.4K
Full reported line items
Total assets (EOY)
$18,717,133
Total liabilities (EOY)
$0
Net assets (EOY)
$18,717,133
Employer contributions
$335,916
Participant contributions
$695,444
Total income / additions
$3,644,667
Benefits paid
$1,298,112
Administrative expenses
$46,940
Total expenses
$1,345,052
Net increase / (decrease)
$2,299,615

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$47,020$0
Ubs Financial Services IncINVESTMENT ADVISORY$0$20,000

Related Form 5500 pages