2023 Form 5500 filing — Viking Cloud 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 20240913091705NAL0021175874001) for Viking Cloud 401(K) Plan, reported by Viking Cloud, Inc. under EIN 81-1735115 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913091705NAL0021175874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Viking Cloud, Inc.
- EIN
- 81-1735115
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,831,389
- Net assets (EOY)
- $15,831,389
- Employer contributions
- $1,088,772
- Participant contributions
- $2,228,468
- Total income / additions
- $6,797,804
- Benefits paid
- $3,170,760
- Administrative expenses
- $97,009
- Total expenses
- $3,267,769
- Net increase / (decrease)
- $3,530,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $63,184 | $0 |
| Stancorp Financial Group | RECORDKEEPER | $27,046 | $759 |
| Hunnex And Shoemaker, Inc. | TPA | $6,779 | $8,367 |