2023 Form 5500 filing — Vita Plus 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 20250709135840NAL0008194592001) for Vita Plus Corporation 401(K) Plan, reported by Vp Holdings Corporation under EIN 39-1973530 and plan number 002. It reports 557 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)$74MReported net assets$74,025,016
Participants557
Provider compensation$107K3 Schedule C row(s)$107,050
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250709135840NAL0008194592001
Plan sponsor
Vp Holdings Corporation
EIN
39-1973530
Plan number
002
Location
Madison, WI
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)$74M total assets
Net assets$74MLiabilities$0
Money in vs. money out
Total income / additions$21M
Total expenses$8.7M
Benefits paid / distributions$8.6M
Contributions
EmployerNot reported
Participant$2.8M
Full reported line items
Total assets (EOY)
$74,025,016
Total liabilities (EOY)
$0
Net assets (EOY)
$74,025,016
Participant contributions
$2,760,584
Total income / additions
$21,035,231
Benefits paid
$8,587,287
Administrative expenses
$107,050
Total expenses
$8,694,337
Net increase / (decrease)
$12,340,894

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Oneamerica Retirement Services LLCNONE$75,141not reported in the loaded dataset
Morgan StanleyNONE$31,909not reported in the loaded dataset
Matrix Trust CompanyNONE$0$0

Related Form 5500 pages