Virtex Enterprises 401(K) Plan — Form 5500 plan (Virtex Enterprises Lp)
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, Virtex Enterprises 401(K) Plan is a benefit plan reported by Virtex Enterprises Lp under EIN 20-8728981 and plan number 001. The latest loaded filing year is 2023. The filing reports 816 participants and $25,857,476 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Virtex Enterprises Lp
- EIN
- 20-8728981
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 816
- End-of-year plan assets
- $25,857,476
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 816 | H, C | 20241014091432NAL0052890018003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,857,476
- Net assets (EOY)
- $25,857,476
- Net assets (BOY)
- $23,649,272
Income & contributions
- Employer contributions
- $825,340
- Participant contributions
- $1,924,017
- Total contributions
- $2,770,486
- Total income / additions
- $6,668,342
Expenses & distributions
- Benefits paid
- $4,366,539
- Administrative expenses
- $93,599
- Total expenses
- $4,460,138
- Net increase / (decrease)
- $2,208,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $45,356 | $0 | 2023 |
| Navigate 401k LLC | INVESTMENT ADVISOR | $36,242 | $0 | 2023 |
| Transamerica Financial Advisors Inc | BROKER | $0 | $15,475 | 2023 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $9,550 | $945 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Virtex Enterprises Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Transamerica Retirement Solutions, — Schedule C compensation
- Navigate 401k LLC — Schedule C compensation
- Transamerica Financial Advisors Inc — Schedule C compensation
- Nova 401(K) Associates Lp — Schedule C compensation