2023 Form 5500 filing — Vesta Corporation 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 20240820154443NAL0001822019001) for Vesta Corporation 401(K) Plan, reported by Vesta Corporation under EIN 93-1175674 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820154443NAL0001822019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vesta Corporation
- EIN
- 93-1175674
- Plan number
- 001
- Location
- Lake Oswego, OR
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,538,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,538,399
- Employer contributions
- $618,335
- Participant contributions
- $1,584,023
- Total income / additions
- $6,360,149
- Benefits paid
- $2,178,189
- Administrative expenses
- $44,897
- Total expenses
- $2,235,787
- Net increase / (decrease)
- $4,124,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $34,198 | not reported in the loaded dataset |
| Human Investing | ADVISOR | $10,699 | not reported in the loaded dataset |