Viocity Group 401(K) Plan — Form 5500 plan (Viocity 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, Viocity Group 401(K) Plan is a benefit plan reported by Viocity Group under EIN 85-4366539 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $13,906,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Viocity Group
- EIN
- 85-4366539
- Plan number
- 001
- Plan type
- 2
- Location
- Manheim, PA
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $13,906,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241001115013NAL0013837266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,906,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,906,023
- Net assets (BOY)
- $13,822,203
Income & contributions
- Employer contributions
- $392,412
- Participant contributions
- $647,597
- Total contributions
- $1,177,371
- Total income / additions
- $3,006,500
Expenses & distributions
- Benefits paid
- $2,882,410
- Administrative expenses
- $40,270
- Total expenses
- $2,922,680
- Net increase / (decrease)
- $83,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement Services | ADVISOR | $29,910 | not reported in the loaded dataset | 2023 |
| Ascensus | RECORDKEEPER | $13,060 | not reported in the loaded dataset | 2023 |