Virtual Marketing Strategies Inc. 401(K) Plan — Form 5500 plan (Virtual Marketing Strategies)
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, Virtual Marketing Strategies Inc. 401(K) Plan is a benefit plan reported by Virtual Marketing Strategies under EIN 35-1949432 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $14,650,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Virtual Marketing Strategies
- EIN
- 35-1949432
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $14,650,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241014131357NAL0013330259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,650,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,650,675
- Net assets (BOY)
- $11,387,901
Income & contributions
- Employer contributions
- $533,040
- Participant contributions
- $1,103,888
- Total contributions
- $2,137,000
- Total income / additions
- $4,129,349
Expenses & distributions
- Benefits paid
- $838,696
- Administrative expenses
- $27,345
- Total expenses
- $866,575
- Net increase / (decrease)
- $3,262,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADV | $23,948 | not reported in the loaded dataset | 2023 |
| Adp, LLC | RECORD KEEPER | $3,396 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |