Verst Group Logistics Companies 401(K) Retirement Savings Plan — Form 5500 plan (Verst Group Logistics)
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, Verst Group Logistics Companies 401(K) Retirement Savings Plan is a benefit plan reported by Verst Group Logistics under EIN 31-1313675 and plan number 001. The latest loaded filing year is 2023. The filing reports 786 participants and $35,545,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Verst Group Logistics
- EIN
- 31-1313675
- Plan number
- 001
- Plan type
- 3
- Location
- Walton, KY
- Latest filing year
- 2023
- Participants
- 786
- End-of-year plan assets
- $35,545,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 786 | H, C | 20241011123754NAL0038737968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,545,894
- Total liabilities (EOY)
- $13,716
- Net assets (EOY)
- $35,532,178
- Net assets (BOY)
- $29,409,354
Income & contributions
- Employer contributions
- $1,349,342
- Participant contributions
- $2,091,535
- Total contributions
- $3,503,175
- Total income / additions
- $8,609,208
Expenses & distributions
- Benefits paid
- $2,349,512
- Administrative expenses
- $136,872
- Total expenses
- $2,486,384
- Net increase / (decrease)
- $6,122,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Corporation Of America | NONE | $101,208 | $6,120 | 2023 |
| Pca Investment Advisory Services | NONE | $35,664 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $11,590 | 2023 |