Vgm Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Van G Miller & Associates)
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, Vgm Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Van G Miller & Associates under EIN 42-1280573 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,154 participants and $405,931,426 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van G Miller & Associates
- EIN
- 42-1280573
- Plan number
- 002
- Plan type
- 2
- Location
- Waterloo, IA
- Latest filing year
- 2023
- Participants
- 1,154
- End-of-year plan assets
- $405,931,426
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,154 | H | 20241009142349NAL0038132354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $405,931,426
- Total liabilities (EOY)
- $12,106,831
- Net assets (EOY)
- $393,824,595
- Net assets (BOY)
- $309,709,785
Income & contributions
- Employer contributions
- $17,236,627
- Total contributions
- $17,236,627
- Total income / additions
- $102,558,094
Expenses & distributions
- Benefits paid
- $18,178,224
- Administrative expenses
- $0
- Total expenses
- $18,443,284
- Net increase / (decrease)
- $84,114,810
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.