Value Added Distributors 401(K) Profit Sharing Plan — Form 5500 plan (Value Added Distributors)
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, Value Added Distributors 401(K) Profit Sharing Plan is a benefit plan reported by Value Added Distributors under EIN 46-4439414 and plan number 002. The latest loaded filing year is 2023. The filing reports 259 participants and $19,758,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Value Added Distributors
- EIN
- 46-4439414
- Plan number
- 002
- Plan type
- 2
- Location
- Midlothian, VA
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $19,758,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20241002124820NAL0014997968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,758,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,758,602
- Net assets (BOY)
- $18,012,127
Income & contributions
- Employer contributions
- $387,397
- Participant contributions
- $1,378,958
- Total contributions
- $2,192,697
- Total income / additions
- $5,658,807
Expenses & distributions
- Benefits paid
- $3,799,948
- Administrative expenses
- $73,608
- Total expenses
- $3,912,332
- Net increase / (decrease)
- $1,746,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $55,474 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $18,134 | $0 | 2023 |