Vanguard Industries East 401(K) Plan — Form 5500 plan (Vanguard Industries East, Inc.)
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, Vanguard Industries East 401(K) Plan is a benefit plan reported by Vanguard Industries East, Inc. under EIN 54-1817115 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $17,140,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vanguard Industries East, Inc.
- EIN
- 54-1817115
- Plan number
- 001
- Plan type
- 2
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $17,140,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241003133522NAL0004886547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,140,271
- Net assets (EOY)
- $17,140,271
- Net assets (BOY)
- $14,926,438
Income & contributions
- Employer contributions
- $324,896
- Participant contributions
- $614,717
- Total contributions
- $939,613
- Total income / additions
- $3,293,386
Expenses & distributions
- Benefits paid
- $1,028,112
- Administrative expenses
- $48,465
- Total expenses
- $1,079,553
- Net increase / (decrease)
- $2,213,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,455 | $0 | 2023 |
| Gallagher Benefit Services, Inc. | INVESTMENT ADVISOR | $20,739 | not reported in the loaded dataset | 2023 |
| Campbell Albrecht | TPA | $3,340 | $7,377 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $621 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vanguard Industries East, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Campbell Albrecht — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation