Vinfen 403(B) Employee Retirement Savings Plan — Form 5500 plan (Vinfen Corporation)

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, Vinfen 403(B) Employee Retirement Savings Plan is a benefit plan reported by Vinfen Corporation under EIN 04-2632219 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,408 participants and $38,024,081 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vinfen Corporation
EIN
04-2632219
Plan number
002
Plan type
2
Location
Cambridge, MA
Latest filing year
2023
Participants
3,408
End-of-year plan assets
$38,024,081

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,408H, C20250415133757NAL0006343298001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,024,081
Total liabilities (EOY)
$0
Net assets (EOY)
$38,024,081
Net assets (BOY)
$33,248,992

Income & contributions

Participant contributions
$3,737,059
Total contributions
$4,118,655
Total income / additions
$8,909,752

Expenses & distributions

Benefits paid
$3,998,333
Administrative expenses
$136,330
Total expenses
$4,134,663
Net increase / (decrease)
$4,775,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$86,314$02023
Rsm Us LlpACCOUNTANT/AUDITOR$20,205not reported in the loaded dataset2023
Parker, Brown, Macaulay & SheerinATTORNEY/ LEGAL$18,561not reported in the loaded dataset2023
Morgan Stanley Global BankingBROKER$11,250not reported in the loaded dataset2023

Related Form 5500 pages