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, Vesta, Inc. 403(B) Plan is a benefit plan reported by Vesta Inc under EIN 52-1275072 and plan number 006. The latest loaded filing year is 2023. The filing reports 267 participants and $16,385,269 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,385,269
- Net assets (EOY)
- $16,385,269
- Net assets (BOY)
- $13,637,494
Income & contributions
- Employer contributions
- $297,375
- Participant contributions
- $640,804
- Total contributions
- $1,030,380
- Total income / additions
- $3,513,031
Expenses & distributions
- Benefits paid
- $760,101
- Administrative expenses
- $5,155
- Total expenses
- $765,256
- Net increase / (decrease)
- $2,747,775