Vnu 403(B) Plan — Form 5500 plan (Village Northwest Unlimited)
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, Vnu 403(B) Plan is a benefit plan reported by Village Northwest Unlimited under EIN 42-1044017 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $14,273,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Village Northwest Unlimited
- EIN
- 42-1044017
- Plan number
- 001
- Plan type
- 2
- Location
- Sheldon, IA
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $14,273,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20241015114312NAL0049084128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,273,601
- Net assets (EOY)
- $14,273,601
- Net assets (BOY)
- $12,723,550
Income & contributions
- Employer contributions
- $111,703
- Participant contributions
- $488,650
- Total contributions
- $600,353
- Total income / additions
- $2,605,598
Expenses & distributions
- Benefits paid
- $981,275
- Administrative expenses
- $74,272
- Total expenses
- $1,055,547
- Net increase / (decrease)
- $1,550,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $56,427 | $13,965 | 2023 |
| American State Bank | INVESTMENT PROFESSIONAL | $0 | $33,352 | 2023 |
| Definiti, LLC | TPA | $17,845 | $0 | 2023 |