Viking Inc. 401 K Profit Sharing Plan — Form 5500 plan (Viking, Inc.)

Plain-English plan 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, Viking Inc. 401 K Profit Sharing Plan is a benefit plan reported by Viking, Inc. under EIN 01-0194854 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $14,793,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Viking, Inc.
EIN
01-0194854
Plan number
001
Plan type
3
Location
Belfast, ME
Latest filing year
2023
Participants
230
End-of-year plan assets
$14,793,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20241216115454NAL0000869059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,793,640
Total liabilities (EOY)
$0
Net assets (EOY)
$14,793,640
Net assets (BOY)
$12,394,480

Income & contributions

Employer contributions
$226,932
Participant contributions
$650,240
Total contributions
$877,172
Total income / additions
$3,025,305

Expenses & distributions

Benefits paid
$608,433
Administrative expenses
$17,712
Total expenses
$626,145
Net increase / (decrease)
$2,399,160

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Haverlock, Estey & Curran, LLCSERVICE PROVIDER$12,500$02023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$4,355$02023

Related Form 5500 pages