Vtech Usa 401(K) Plan — Form 5500 plan (Vtech Usa Holdings, LLC)

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, Vtech Usa 401(K) Plan is a benefit plan reported by Vtech Usa Holdings, LLC under EIN 36-3427868 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $64,859,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vtech Usa Holdings, LLC
EIN
36-3427868
Plan number
001
Plan type
2
Location
Tigard, OR
Latest filing year
2023
Participants
364
End-of-year plan assets
$64,859,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023364H, C20240730182428NAL0020723585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,859,181
Total liabilities (EOY)
$0
Net assets (EOY)
$64,859,181
Net assets (BOY)
$55,843,065

Income & contributions

Employer contributions
$1,165,697
Participant contributions
$2,647,346
Total contributions
$3,906,124
Total income / additions
$13,277,517

Expenses & distributions

Benefits paid
$4,204,080
Administrative expenses
$56,050
Total expenses
$4,261,401
Net increase / (decrease)
$9,016,116

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$56,050$02023
Actuarial Benefits CorporationOTHER SERVICES$0$21,2962023

Related Form 5500 pages