Vhv Company 401(K) Profit Sharing Plan — Form 5500 plan (Vhv Company)
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, Vhv Company 401(K) Profit Sharing Plan is a benefit plan reported by Vhv Company under EIN 03-0190150 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $9,129,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vhv Company
- EIN
- 03-0190150
- Plan number
- 001
- Plan type
- 2
- Location
- Winooski, VT
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $9,129,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20240807112936NAL0007841074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,129,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,129,430
- Net assets (BOY)
- $8,623,633
Income & contributions
- Employer contributions
- $73,070
- Participant contributions
- $660,924
- Total contributions
- $898,946
- Total income / additions
- $2,549,921
Expenses & distributions
- Benefits paid
- $2,031,681
- Administrative expenses
- $890
- Total expenses
- $2,044,124
- Net increase / (decrease)
- $505,797
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $890 | $0 | 2023 |