Vna Retirement Plan — Form 5500 plan (V.N.A. 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, Vna Retirement Plan is a benefit plan reported by V.N.A. Corporation under EIN 43-1337104 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $10,872,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- V.N.A. Corporation
- EIN
- 43-1337104
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $10,872,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241009091043NAL0010462723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,872,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,872,298
- Net assets (BOY)
- $11,736,268
Income & contributions
- Employer contributions
- $157,675
- Participant contributions
- $561,537
- Total contributions
- $789,724
- Total income / additions
- $2,461,124
Expenses & distributions
- Benefits paid
- $3,283,480
- Administrative expenses
- $41,614
- Total expenses
- $3,325,094
- Net increase / (decrease)
- -$863,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $28,633 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,981 | $0 | 2023 |