Vibram Corporation 401(K) Plan — Form 5500 plan (Vibram 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, Vibram Corporation 401(K) Plan is a benefit plan reported by Vibram Corporation under EIN 51-0392301 and plan number 002. The latest loaded filing year is 2023. The filing reports 319 participants and $28,764,065 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.8MPlan net assets, end of year$28,764,065
Participants319Covered participants reported
Assets / participant$90.2KComputed: assets ÷ participants$90,169 (computed)
Provider compensation$150K4 Schedule C provider row(s)$149,980
Plan sponsor
Vibram Corporation
EIN
51-0392301
Plan number
002
Plan type
2
Location
North Brookfield, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20241122102535NAL0000746531001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$28.8M total assets
Net assets$28.8MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$4.1M
Benefits paid / distributions$3.9M
Contributions
Employer$427.4K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$28,764,065
Total liabilities (EOY)
$0
Net assets (EOY)
$28,764,065
Net assets (BOY)
$27,462,921

Income & contributions

Employer contributions
$427,375
Participant contributions
$1,213,469
Total contributions
$1,679,069
Total income / additions
$5,362,757

Expenses & distributions

Benefits paid
$3,929,025
Administrative expenses
$77,832
Total expenses
$4,061,613
Net increase / (decrease)
$1,301,144
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income73%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$85,997$02023
Global Retirement Partners LLCINVESTMENT ADVISOR$42,002not reported in the loaded dataset2023
Bollus Lynch LlpAUDITOR$21,552not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$429not reported in the loaded dataset2023

Related Form 5500 pages