2023 Form 5500 filing — Vital Research, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801141654NAL0023781937001) for Vital Research, LLC 401(K) Plan, reported by Vital Research, LLC under EIN 95-4613233 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,305,444
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240801141654NAL0023781937001
Plan sponsor
Vital Research, LLC
EIN
95-4613233
Plan number
001
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$479.7K
Total expenses$40.7K
Benefits paid / distributions$34.7K
Contributions
Employer$0
Participant$165.4K
Full reported line items
Total assets (EOY)
$2,305,444
Total liabilities (EOY)
$0
Net assets (EOY)
$2,305,444
Employer contributions
$0
Participant contributions
$165,444
Total income / additions
$479,702
Benefits paid
$34,658
Administrative expenses
$19
Total expenses
$40,694
Net increase / (decrease)
$439,008

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801141654NAL0023781937001 cover?
It is the 2023 Form 5500 filing for Vital Research, LLC 401(K) Plan, reported by Vital Research, LLC (EIN 95-4613233).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages