Villara Corporation 401(K) Plan — Form 5500 plan (Villara 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, Villara Corporation 401(K) Plan is a benefit plan reported by Villara Corporation under EIN 94-1343912 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,554 participants and $29,819,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Villara Corporation
- EIN
- 94-1343912
- Plan number
- 001
- Plan type
- 2
- Location
- Mcclellan, CA
- Latest filing year
- 2023
- Participants
- 1,554
- End-of-year plan assets
- $29,819,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,554 | H, C | 20250107144731NAL0005249747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,819,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,819,121
- Net assets (BOY)
- $25,247,990
Income & contributions
- Employer contributions
- $445,184
- Participant contributions
- $2,436,617
- Total contributions
- $2,904,393
- Total income / additions
- $7,132,866
Expenses & distributions
- Benefits paid
- $2,326,152
- Administrative expenses
- $235,583
- Total expenses
- $2,561,735
- Net increase / (decrease)
- $4,571,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $62,857 | $0 | 2023 |
| Capital Planning Advisors LLC | INVESTMENT ADVISOR | $61,843 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,669 | not reported in the loaded dataset | 2023 |
| 401k Safe 3(16) | OTHER | $26,000 | not reported in the loaded dataset | 2023 |
| Miller, Kaplan, Arase Llp | AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Villara Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Mcclellan, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Capital Planning Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- 401k Safe 3(16) — Schedule C compensation
- Miller, Kaplan, Arase Llp — Schedule C compensation