2023 Form 5500 filing — Employee Stock Ownership Plan Of Vita Plus
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 20250709141346NAL0013066498001) for Employee Stock Ownership Plan Of Vita Plus, reported by Vp Holdings Corp. under EIN 39-1973530 and plan number 001. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709141346NAL0013066498001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vp Holdings Corp.
- EIN
- 39-1973530
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,768,929
- Total liabilities (EOY)
- $82,175
- Net assets (EOY)
- $68,686,754
- Employer contributions
- $4,088,000
- Total income / additions
- $12,938,777
- Benefits paid
- $5,946,856
- Administrative expenses
- $84,581
- Total expenses
- $6,031,437
- Net increase / (decrease)
- $6,907,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $23,000 | not reported in the loaded dataset |
| Clifton Larson Allen | NONE | $19,063 | not reported in the loaded dataset |
| Sansome Street Appraisers, Inc. | NONE | $13,800 | not reported in the loaded dataset |
| Charles Schwab Trust | NONE | $11,638 | not reported in the loaded dataset |
| Newport Group | NONE | $11,459 | not reported in the loaded dataset |
| Nfp | NONE | $5,621 | not reported in the loaded dataset |