2023 Form 5500 filing — Veca 401(K) Savings 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 20240904102616NAL0020059697001) for Veca 401(K) Savings Plan, reported by Veca Electric & Technologies, LLC under EIN 91-1453638 and plan number 001. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240904102616NAL0020059697001
Filing year
2023
Form type
2
Plan sponsor
Veca Electric & Technologies, LLC
EIN
91-1453638
Plan number
001
Location
Seattle, WA
Participants
359
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,572,228
Total liabilities (EOY)
$0
Net assets (EOY)
$31,572,228
Employer contributions
$1,279,016
Participant contributions
$2,839,370
Total income / additions
$8,811,299
Benefits paid
$1,658,794
Administrative expenses
$89,534
Total expenses
$1,748,328
Net increase / (decrease)
$7,062,971
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Aldrich Wealth LpINVESTMENT ADVISORY$53,939$15
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,588$0

Related Form 5500 pages