The Vanir 401(K) Plan — Form 5500 plan (Vanir Group Of Companies, Inc.)

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, The Vanir 401(K) Plan is a benefit plan reported by Vanir Group Of Companies, Inc. under EIN 33-0074517 and plan number 001. The latest loaded filing year is 2023. The filing reports 529 participants and $49,624,506 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vanir Group Of Companies, Inc.
EIN
33-0074517
Plan number
001
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
529
End-of-year plan assets
$49,624,506

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023529H, C20241014131608NAL0027365601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,624,506
Total liabilities (EOY)
$56,025
Net assets (EOY)
$49,568,481
Net assets (BOY)
$42,590,851

Income & contributions

Employer contributions
$1,001,750
Participant contributions
$2,649,331
Total contributions
$4,035,901
Total income / additions
$11,522,207

Expenses & distributions

Benefits paid
$4,253,048
Administrative expenses
$234,377
Total expenses
$4,544,577
Net increase / (decrease)
$6,977,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Investment Advisors CorpADVISOR$195,426$02023
Correll Co.RECORDKEEPER$38,951$02023

Related Form 5500 pages