Emerald Transformer 401(K) Plan — Form 5500 plan (Vpg Transformers Group 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, Emerald Transformer 401(K) Plan is a benefit plan reported by Vpg Transformers Group LLC under EIN 90-0997749 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $6,295,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vpg Transformers Group LLC
- EIN
- 90-0997749
- Plan number
- 001
- Plan type
- 2
- Location
- Mckinney, TX
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $6,295,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241004141503NAL0006764387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,295,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,295,955
- Net assets (BOY)
- $5,323,692
Income & contributions
- Employer contributions
- $293,708
- Participant contributions
- $786,789
- Total contributions
- $1,134,303
- Total income / additions
- $1,775,748
Expenses & distributions
- Benefits paid
- $754,230
- Administrative expenses
- $49,255
- Total expenses
- $803,485
- Net increase / (decrease)
- $972,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $19,760 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADV. - PLAN | $16,873 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life | RECORD KEEPER | $12,622 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vpg Transformers Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Mckinney, TX
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Transamerica Financial Life — Schedule C compensation