Compliance 401(K) Multiple Employer Plan — Form 5500 plan (Vanguard Resources)
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, Compliance 401(K) Multiple Employer Plan is a benefit plan reported by Vanguard Resources under EIN 75-2643330 and plan number 002. The latest loaded filing year is 2023. The filing reports 268 participants and $3,169,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vanguard Resources
- EIN
- 75-2643330
- Plan number
- 002
- Plan type
- 2
- Location
- Spring Branch, TX
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $3,169,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241008114336NAL0017487073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,169,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,169,939
- Net assets (BOY)
- $2,343,592
Income & contributions
- Employer contributions
- $195,080
- Participant contributions
- $307,948
- Total contributions
- $750,610
- Total income / additions
- $1,164,946
Expenses & distributions
- Benefits paid
- $319,263
- Administrative expenses
- $19,336
- Total expenses
- $338,599
- Net increase / (decrease)
- $826,347
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas | RECORDKEEPER | $0 | $12,052 | 2023 |
| Stadion | SERVICE PROVIDER | $0 | $2,771 | 2023 |
| Economic Group Pension Service | TPA | $0 | $1,619 | 2023 |
| Mesirow | SERVICE PROVIDER | $0 | $1,348 | 2023 |