2023 Form 5500 filing — Viking Global Investors Lp 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 20240906082233NAL0001390016001) for Viking Global Investors Lp 401(K) Plan, reported by Viking Global Investors Lp under EIN 13-4055118 and plan number 001. It reports 391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$98.4MReported net assets$98,423,142
Participants391
Provider compensation$162.2K4 Schedule C row(s)$162,181
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240906082233NAL0001390016001
Plan sponsor
Viking Global Investors Lp
EIN
13-4055118
Plan number
001
Location
Stamford, CT
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$98.4M total assets
Net assets$98.4MLiabilities$0
Money in vs. money out
Total income / additions$27.2M
Total expenses$4.4M
Benefits paid / distributions$4.2M
Contributions
Employer$3.3M
Participant$5.4M
Full reported line items
Total assets (EOY)
$98,423,142
Total liabilities (EOY)
$0
Net assets (EOY)
$98,423,142
Employer contributions
$3,282,580
Participant contributions
$5,351,354
Total income / additions
$27,203,350
Benefits paid
$4,173,108
Administrative expenses
$161,994
Total expenses
$4,399,478
Net increase / (decrease)
$22,803,872
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $75.6K · Indirect $187
  2. 2
    ACCOUNTANT · Direct $50K · Indirect $0
  3. 3
    Adp, Inc.$36.4K
    RECORD KEEPER · Direct $36.4K · Indirect $0
  4. 4
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240906082233NAL0001390016001 cover?
It is the 2023 Form 5500 filing for Viking Global Investors Lp 401(K) Plan, reported by Viking Global Investors Lp (EIN 13-4055118).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages