Freund-Vector Corporation Savings & Retirement Plan — Form 5500 plan (Freund-Vector Corporation)
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, Freund-Vector Corporation Savings & Retirement Plan is a benefit plan reported by Freund-Vector Corporation under EIN 42-0996358 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $17,945,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freund-Vector Corporation
- EIN
- 42-0996358
- Plan number
- 001
- Plan type
- 2
- Location
- Marion, IA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $17,945,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241003170748NAL0005069555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,945,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,945,808
- Net assets (BOY)
- $15,909,695
Income & contributions
- Employer contributions
- $200,254
- Participant contributions
- $769,778
- Total contributions
- $970,126
- Total income / additions
- $3,672,271
Expenses & distributions
- Benefits paid
- $1,584,025
- Administrative expenses
- $52,133
- Total expenses
- $1,636,158
- Net increase / (decrease)
- $2,036,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Capital Investment Advisors | ADVISOR | $32,847 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $19,286 | $0 | 2023 |