Vitamin Cottage Employee 401(K) Plan — Form 5500 plan (Vitamin Cottage Natural Food Markets, 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, Vitamin Cottage Employee 401(K) Plan is a benefit plan reported by Vitamin Cottage Natural Food Markets, Inc. under EIN 84-1444517 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,636 participants and $52,083,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vitamin Cottage Natural Food Markets, Inc.
- EIN
- 84-1444517
- Plan number
- 001
- Plan type
- 2
- Location
- Lakewood, CO
- Latest filing year
- 2023
- Participants
- 4,636
- End-of-year plan assets
- $52,083,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,636 | H, C | 20240919191102NAL0006661217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,083,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,083,499
- Net assets (BOY)
- $41,224,977
Income & contributions
- Employer contributions
- $1,291,456
- Participant contributions
- $6,648,295
- Total contributions
- $8,158,009
- Total income / additions
- $15,727,025
Expenses & distributions
- Benefits paid
- $4,596,117
- Administrative expenses
- $249,679
- Total expenses
- $4,868,503
- Net increase / (decrease)
- $10,858,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $158,929 | $0 | 2023 |
| Innovest Portfolio Solutions LLC | INVESTMENT ADVISOR | $62,750 | not reported in the loaded dataset | 2023 |
| Bdo Usa, Llp | AUDITOR | $28,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vitamin Cottage Natural Food Markets, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Lakewood, CO
- Empower Annuity Insurance Company — Schedule C compensation
- Innovest Portfolio Solutions LLC — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation