Vaa, LLC Profit Sharing Plan — Form 5500 plan (Vaa, 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, Vaa, LLC Profit Sharing Plan is a benefit plan reported by Vaa, LLC under EIN 20-5980566 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $50,078,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vaa, LLC
- EIN
- 20-5980566
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, MN
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $50,078,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20240731065827NAL0014090867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,078,324
- Net assets (EOY)
- $50,078,324
- Net assets (BOY)
- $39,883,970
Income & contributions
- Employer contributions
- $3,192,395
- Participant contributions
- $1,631,208
- Total contributions
- $5,393,544
- Total income / additions
- $12,478,002
Expenses & distributions
- Benefits paid
- $2,223,091
- Administrative expenses
- $60,557
- Total expenses
- $2,283,648
- Net increase / (decrease)
- $10,194,354
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | not reported in the loaded dataset | $32,974 | $0 | 2023 |
| Usi Advisors Inc | not reported in the loaded dataset | $23,000 | $0 | 2023 |
| Empower Advisory Group, LLC | not reported in the loaded dataset | $22,606 | $0 | 2023 |
| Tax Sheltered Compensation | not reported in the loaded dataset | $7,295 | $10,000 | 2023 |
| Wipflillp | not reported in the loaded dataset | $13,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vaa, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Plymouth, MN
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Tax Sheltered Compensation — Schedule C compensation
- Wipflillp — Schedule C compensation