V3 Companies, Ltd. Employee Stock Ownership Plan — Form 5500 plan (V3 Companies, Ltd.)

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, V3 Companies, Ltd. Employee Stock Ownership Plan is a benefit plan reported by V3 Companies, Ltd. under EIN 36-3252440 and plan number 003. The latest loaded filing year is 2023. The filing reports 68 participants and $5,011,536 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5MPlan net assets, end of year$5,011,536
Participants68Covered participants reported
Assets / participant$73.7KComputed: assets ÷ participants$73,699 (computed)
Provider compensationNone reported
Plan sponsor
V3 Companies, Ltd.
EIN
36-3252440
Plan number
003
Plan type
2
Location
Woodridge, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202368I20241014123814NAL0027289889001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5M total assets
Net assets$5MLiabilities
Money in vs. money out
Total income / additions$1M
Total expenses$148.6K
Benefits paid / distributions$148.6K
Full reported line items

Net assets

Total assets (EOY)
$5,011,536
Net assets (EOY)
$5,011,536
Net assets (BOY)
$0

Income & contributions

Total income / additions
$1,038,104

Expenses & distributions

Benefits paid
$148,616
Total expenses
$148,616
Net increase / (decrease)
$889,488
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income14%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages