Plan5500

Value Added Distributors LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Value Added Distributors LLC (EIN 39-1814479) is a plan sponsor located in De Pere, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1814479
Location
De Pere, WI
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.7MSummed across loaded plans$5,740,463
Total reported assets$5.7M$5,740,463
Total reported participants453
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.7MLiabilities$0
Contributions & income
Employer contributions$199.4K
Participant contributions$438.6K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$482.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Value Added Distributors, LLC 401(K) Profit Sharing Plan
Participants per plan227Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Value Added Distributors, LLC 401(K) Profit Sharing Plan$5.7M
    Plan #001 · 225 participants · 2023
  2. 2
    Value Added Distributors Welfare Benefit Plannot reported in the loaded dataset
    Plan #504 · 228 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Value Added Distributors LLC
YearPlanParticipantsSchedulesFiling
2023Value Added Distributors Welfare Benefit Plan228C20240621121942NAL0001735971001
2023Value Added Distributors, LLC 401(K) Profit Sharing Plan225H, C20241010095409NAL0033750256001

Related Form 5500 pages