Vse 401(K) Profit Sharing Plan — Form 5500 plan (Vse 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, Vse 401(K) Profit Sharing Plan is a benefit plan reported by Vse LLC under EIN 94-2508138 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $30,926,844 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vse LLC
- EIN
- 94-2508138
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $30,926,844
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20250509093148NAL0009800451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,926,844
- Total liabilities (EOY)
- $6,949
- Net assets (EOY)
- $30,919,895
- Net assets (BOY)
- $25,673,810
Income & contributions
- Employer contributions
- $1,226,545
- Participant contributions
- $1,150,911
- Total contributions
- $2,580,177
- Total income / additions
- $7,267,517
Expenses & distributions
- Benefits paid
- $1,993,345
- Administrative expenses
- $28,087
- Total expenses
- $2,021,432
- Net increase / (decrease)
- $5,246,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKER/ADVISO R | $0 | $28,757 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,337 | $0 | 2023 |
| Hicks Pension Services | CONTRACT ADMIN | $7,805 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,105 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISO R | $0 | $1,809 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vse LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation