2023 Form 5500 filing — Vortech Engineering, Inc. 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 20240820154859NAL0001825763001) for Vortech Engineering, Inc. 401(K) Plan, reported by Vortech Engineering, Inc. under EIN 77-0245496 and plan number 001. It reports 50 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,579,047
Participants50
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240820154859NAL0001825763001
Plan sponsor
Vortech Engineering, Inc.
EIN
77-0245496
Plan number
001
Location
Oxnard, 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)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$370.6K
Total expenses$667.6K
Benefits paid / distributions$667.2K
Contributions
Employer$0
Participant$30.3K
Full reported line items
Total assets (EOY)
$1,579,047
Total liabilities (EOY)
$0
Net assets (EOY)
$1,579,047
Employer contributions
$0
Participant contributions
$30,255
Total income / additions
$370,560
Benefits paid
$667,248
Administrative expenses
$375
Total expenses
$667,623
Net increase / (decrease)
-$297,063

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820154859NAL0001825763001 cover?
It is the 2023 Form 5500 filing for Vortech Engineering, Inc. 401(K) Plan, reported by Vortech Engineering, Inc. (EIN 77-0245496).
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