Employee Stock Ownership Plan Of Vita Plus — Form 5500 plan (Vp Holdings Corp.)
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, Employee Stock Ownership Plan Of Vita Plus is a benefit plan reported by Vp Holdings Corp. under EIN 39-1973530 and plan number 001. The latest loaded filing year is 2023. The filing reports 473 participants and $68,768,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vp Holdings Corp.
- EIN
- 39-1973530
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 473
- End-of-year plan assets
- $68,768,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 473 | H, C | 20250709141346NAL0013066498001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,768,929
- Total liabilities (EOY)
- $82,175
- Net assets (EOY)
- $68,686,754
- Net assets (BOY)
- $61,779,414
Income & contributions
- Employer contributions
- $4,088,000
- Total contributions
- $4,088,000
- Total income / additions
- $12,938,777
Expenses & distributions
- Benefits paid
- $5,946,856
- Administrative expenses
- $84,581
- Total expenses
- $6,031,437
- Net increase / (decrease)
- $6,907,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen | NONE | $19,063 | not reported in the loaded dataset | 2023 |
| Sansome Street Appraisers, Inc. | NONE | $13,800 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust | NONE | $11,638 | not reported in the loaded dataset | 2023 |
| Newport Group | NONE | $11,459 | not reported in the loaded dataset | 2023 |
| Nfp | NONE | $5,621 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vp Holdings Corp.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Clifton Larson Allen — Schedule C compensation
- Sansome Street Appraisers, Inc. — Schedule C compensation
- Charles Schwab Trust — Schedule C compensation
- Newport Group — Schedule C compensation
- Nfp — Schedule C compensation