Vanee Foods 401(K) Plan — Form 5500 plan (Vanee Foods Company)
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, Vanee Foods 401(K) Plan is a benefit plan reported by Vanee Foods Company under EIN 36-2600918 and plan number 002. The latest loaded filing year is 2023. The filing reports 297 participants and $21,466,546 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vanee Foods Company
- EIN
- 36-2600918
- Plan number
- 002
- Plan type
- 2
- Location
- Oakbrook, IL
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $21,466,546
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241018132843NAL0019218803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,466,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,466,546
- Net assets (BOY)
- $19,259,250
Income & contributions
- Employer contributions
- $328,535
- Participant contributions
- $760,645
- Total contributions
- $1,124,916
- Total income / additions
- $3,876,611
Expenses & distributions
- Benefits paid
- $1,588,056
- Administrative expenses
- $81,259
- Total expenses
- $1,669,315
- Net increase / (decrease)
- $2,207,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,314 | $0 | 2023 |
| Forest Capital Management LLC | INVESTMENT ADVISORY | $28,944 | $6 | 2023 |