V-Soft Consulting Group Retirement Plan — Form 5500 plan (V-Soft Consulting Group)
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, V-Soft Consulting Group Retirement Plan is a benefit plan reported by V-Soft Consulting Group under EIN 76-0532643 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,084 participants and $32,838,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- V-Soft Consulting Group
- EIN
- 76-0532643
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 1,084
- End-of-year plan assets
- $32,838,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,084 | H, C | 20241015075009NAL0048414016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,838,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,838,402
- Net assets (BOY)
- $25,427,090
Income & contributions
- Employer contributions
- $1,161,470
- Participant contributions
- $4,917,219
- Total contributions
- $6,674,964
- Total income / additions
- $11,747,399
Expenses & distributions
- Benefits paid
- $4,196,049
- Administrative expenses
- $187,498
- Total expenses
- $4,336,087
- Net increase / (decrease)
- $7,411,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $105,980 | $0 | 2023 |
| Agri Investment Services, LLC | INVESTMENT ADVISOR | $41,650 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc. | TPA | $34,859 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for V-Soft Consulting Group
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Agri Investment Services, LLC — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation