Vintage Stock Safe Harbor 401(K)Plan — Form 5500 plan (Vintage Stock)
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, Vintage Stock Safe Harbor 401(K)Plan is a benefit plan reported by Vintage Stock under EIN 43-1571679 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $4,560,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vintage Stock
- EIN
- 43-1571679
- Plan number
- 001
- Plan type
- 2
- Location
- Joplin, MO
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $4,560,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20241004090157NAL0011995313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,560,121
- Total liabilities (EOY)
- $2,954
- Net assets (EOY)
- $4,557,167
- Net assets (BOY)
- $4,186,007
Income & contributions
- Employer contributions
- $114,348
- Participant contributions
- $227,500
- Total contributions
- $341,848
- Total income / additions
- $941,893
Expenses & distributions
- Benefits paid
- $515,056
- Administrative expenses
- $55,677
- Total expenses
- $570,733
- Net increase / (decrease)
- $371,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISOR | $22,213 | not reported in the loaded dataset | 2023 |
| Definiti, LLC | TPA | $4,081 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $1,225 | $0 | 2023 |
| Advanced Plan Designs | TPA | $260 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vintage Stock
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Joplin, MO
- Wells Fargo Advisors — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- John Hancock Usa — Schedule C compensation
- Advanced Plan Designs — Schedule C compensation