Viaquest, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Viaquest)

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, Viaquest, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Viaquest under EIN 31-1682039 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,632 participants and $6,694,518 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Viaquest
EIN
31-1682039
Plan number
001
Plan type
2
Location
Dublin, OH
Latest filing year
2023
Participants
1,632
End-of-year plan assets
$6,694,518

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,632H, C20241021085050NAL0000786483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,694,518
Total liabilities (EOY)
$0
Net assets (EOY)
$6,694,518
Net assets (BOY)
$4,652,751

Income & contributions

Participant contributions
$1,257,310
Total contributions
$1,747,265
Total income / additions
$2,516,742

Expenses & distributions

Benefits paid
$382,316
Administrative expenses
$63,291
Total expenses
$474,975
Net increase / (decrease)
$2,041,767

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide InsuranceTRUST RECORDKEEPER$63,291$28,7672023
Morgan Stanley Smith Barney, LLCFINANCIAL ADVISOR$0$9,2692023
Stifel Nicolaus & Co., Inc.FINANCIAL ADVISOR$0$4,5752023

Related Form 5500 pages