Viega LLC 401(K) Plan — Form 5500 plan (Viega, LLC)

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, Viega LLC 401(K) Plan is a benefit plan reported by Viega, LLC under EIN 20-5194438 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,122 participants and $79,587,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Viega, LLC
EIN
20-5194438
Plan number
001
Plan type
2
Location
Broomfield, CO
Latest filing year
2023
Participants
1,122
End-of-year plan assets
$79,587,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,122H, C20241014203622NAL0013828451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,587,150
Total liabilities (EOY)
$0
Net assets (EOY)
$79,587,150
Net assets (BOY)
$65,169,003

Income & contributions

Employer contributions
$4,860,501
Participant contributions
$5,172,898
Total contributions
$11,744,849
Total income / additions
$24,224,297

Expenses & distributions

Benefits paid
$9,700,828
Administrative expenses
$133,829
Total expenses
$9,806,150
Net increase / (decrease)
$14,418,147

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$70,046$02023
Ubs Financial Services IncINVESTMENT ADV/ADVISOR$38,883not reported in the loaded dataset2023
Swindoll, Janzen, Hawk & Loyd, LLCACCOUNTANT/AUDITOR$24,900not reported in the loaded dataset2023

Related Form 5500 pages