2023 Form 5500 filing — Viam 401(K) Retirement 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 20241001100827NAL0006910289001) for Viam 401(K) Retirement Plan, reported by Viam Manufacturing, Inc. under EIN 95-3846442 and plan number 002. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001100827NAL0006910289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Viam Manufacturing, Inc.
- EIN
- 95-3846442
- Plan number
- 002
- Location
- Manchester, TN
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,800,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,800,195
- Employer contributions
- $354,913
- Participant contributions
- $689,761
- Total income / additions
- $2,980,753
- Benefits paid
- $1,760,556
- Administrative expenses
- $73,000
- Total expenses
- $1,833,556
- Net increase / (decrease)
- $1,147,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mg Trust Company Dba Matrix Trust C | CUSTODIAN/RECORDKEEPER | $42,327 | $2,329 |
| Rbc Wealth Management | INVESTMENT ADVISOR | $30,673 | not reported in the loaded dataset |