Vesta Corporation 401(K) Plan — Form 5500 plan (Vesta Corporation)
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, Vesta Corporation 401(K) Plan is a benefit plan reported by Vesta Corporation under EIN 93-1175674 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $24,538,399 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vesta Corporation
- EIN
- 93-1175674
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $24,538,399
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20240820154443NAL0001822019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,538,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,538,399
- Net assets (BOY)
- $20,414,037
Income & contributions
- Employer contributions
- $618,335
- Participant contributions
- $1,584,023
- Total contributions
- $2,318,926
- Total income / additions
- $6,360,149
Expenses & distributions
- Benefits paid
- $2,178,189
- Administrative expenses
- $44,897
- Total expenses
- $2,235,787
- Net increase / (decrease)
- $4,124,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $34,198 | not reported in the loaded dataset | 2023 |
| Human Investing | ADVISOR | $10,699 | not reported in the loaded dataset | 2023 |