Village Management Services, Inc. 401(K) Plan — Form 5500 plan (Village Management Services, 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, Village Management Services, Inc. 401(K) Plan is a benefit plan reported by Village Management Services, Inc. under EIN 61-1772773 and plan number 001. The latest loaded filing year is 2023. The filing reports 845 participants and $23,547,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Village Management Services, Inc.
- EIN
- 61-1772773
- Plan number
- 001
- Plan type
- 2
- Location
- Laguna Woods, CA
- Latest filing year
- 2023
- Participants
- 845
- End-of-year plan assets
- $23,547,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 845 | H, C | 20241220143212NAL0003466499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,547,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,547,094
- Net assets (BOY)
- $22,266,835
Income & contributions
- Employer contributions
- $560,868
- Participant contributions
- $1,543,198
- Total contributions
- $2,215,986
- Total income / additions
- $4,983,127
Expenses & distributions
- Benefits paid
- $3,657,297
- Administrative expenses
- $26,062
- Total expenses
- $3,702,868
- Net increase / (decrease)
- $1,280,259
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $19,393 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $6,570 | $11,027 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $99 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Village Management Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Laguna Woods, CA
- Global Retirement Partners LLC — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation