Victory Programs, Inc. Incentive Plan — Form 5500 plan (Victory Programs, 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, Victory Programs, Inc. Incentive Plan is a benefit plan reported by Victory Programs, Inc. under EIN 04-2575322 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $4,251,533 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.3MPlan net assets, end of year$4,251,282
Participants226Covered participants reported
Assets / participant$18.8KComputed: assets ÷ participants$18,812 (computed)
Provider compensationNone reported
Plan sponsor
Victory Programs, Inc.
EIN
04-2575322
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H20250409132943NAL0022243889001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$251
Money in vs. money out
Total income / additions$1.1M
Total expenses$543.5K
Benefits paid / distributions$537.7K
Contributions
Employer$177.4K
Participant$365.4K
Full reported line items

Net assets

Total assets (EOY)
$4,251,533
Total liabilities (EOY)
$251
Net assets (EOY)
$4,251,282
Net assets (BOY)
$3,732,746

Income & contributions

Employer contributions
$177,372
Participant contributions
$365,402
Total contributions
$542,774
Total income / additions
$1,062,002

Expenses & distributions

Benefits paid
$537,716
Administrative expenses
$5,660
Total expenses
$543,466
Net increase / (decrease)
$518,536
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income51%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages