Van Doren Sales, Inc. 401(K) Savings Plan — Form 5500 plan (Van Doren Sales, 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, Van Doren Sales, Inc. 401(K) Savings Plan is a benefit plan reported by Van Doren Sales, Inc. under EIN 91-0646418 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $18,717,133 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.7MPlan net assets, end of year$18,717,133
Participants145Covered participants reported
Assets / participant$129.1KComputed: assets ÷ participants$129,084 (computed)
Provider compensation$67K2 Schedule C provider row(s)$67,020
Plan sponsor
Van Doren Sales, Inc.
EIN
91-0646418
Plan number
002
Plan type
2
Location
East Wenatchee, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20250416154017NAL0008724416001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.7M total assets
Net assets$18.7MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$335.9K
Participant$695.4K
Full reported line items

Net assets

Total assets (EOY)
$18,717,133
Total liabilities (EOY)
$0
Net assets (EOY)
$18,717,133
Net assets (BOY)
$16,417,518

Income & contributions

Employer contributions
$335,916
Participant contributions
$695,444
Total contributions
$1,034,869
Total income / additions
$3,644,667

Expenses & distributions

Benefits paid
$1,298,112
Administrative expenses
$46,940
Total expenses
$1,345,052
Net increase / (decrease)
$2,299,615
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$47,020$02023
Ubs Financial Services IncINVESTMENT ADVISORY$0$20,0002023

Related Form 5500 pages