Vance, LLC 401(K) Plan — Form 5500 plan (Vance, LLC)

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, Vance, LLC 401(K) Plan is a benefit plan reported by Vance, LLC under EIN 83-2841150 and plan number 001. The latest loaded filing year is 2023. The filing reports 94 participants and $111,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vance, LLC
EIN
83-2841150
Plan number
001
Plan type
2
Location
Tuscon, AZ
Latest filing year
2023
Participants
94
End-of-year plan assets
$111,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202394H20241007095823NAL0007465539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,436
Total liabilities (EOY)
$0
Net assets (EOY)
$111,436
Net assets (BOY)
$0

Income & contributions

Employer contributions
$0
Participant contributions
$104,799
Total contributions
$104,799
Total income / additions
$111,947

Expenses & distributions

Benefits paid
$343
Administrative expenses
$168
Total expenses
$511
Net increase / (decrease)
$111,436

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages