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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,408 | H, C | 20250415133757NAL0006343298001 |
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $86,314 | $0 | 2023 |
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $20,205 | not reported in the loaded dataset | 2023 |
| Parker, Brown, Macaulay & Sheerin | ATTORNEY/ LEGAL | $18,561 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | BROKER | $11,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vinfen Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Cambridge, MA
- Fidelity Investments Institutional — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Parker, Brown, Macaulay & Sheerin — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation