2023 Form 5500 filing — Vander-Bend 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 20250623170653NAL0008899248001) for Vander-Bend Retirement Plan, reported by Vander-Bend Manufacturing, Inc. under EIN 82-3755090 and plan number 001. It reports 1,057 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250623170653NAL0008899248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vander-Bend Manufacturing, Inc.
- EIN
- 82-3755090
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 1,057
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,855,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,855,255
- Employer contributions
- $304,384
- Participant contributions
- $2,637,361
- Total income / additions
- $7,485,460
- Benefits paid
- $3,396,756
- Administrative expenses
- $111,969
- Total expenses
- $3,508,725
- Net increase / (decrease)
- $3,976,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | NONE | $62,956 | not reported in the loaded dataset |
| Digital Retirement Solutions, Inc. | NONE | $45,173 | not reported in the loaded dataset |
| July Business Services LLC | RECORDKEEPER | $3,840 | not reported in the loaded dataset |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 |