2023 Form 5500 filing — Vital Enterprises LLC 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 20241001143720NAL0006943745001) for Vital Enterprises LLC 401(K) Retirement Plan, reported by Vital Enterprises LLC under EIN 46-4417823 and plan number 001. It reports 570 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)$22.3MReported net assets$22,268,132
Participants570
Provider compensation$48.6K3 Schedule C row(s)$48,566
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001143720NAL0006943745001
Plan sponsor
Vital Enterprises LLC
EIN
46-4417823
Plan number
001
Location
Beaverton, OR
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)$22.3M total assets
Net assets$22.3MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$345.5K
Participant$1.8M
Full reported line items
Total assets (EOY)
$22,268,132
Total liabilities (EOY)
$0
Net assets (EOY)
$22,268,132
Employer contributions
$345,508
Participant contributions
$1,754,915
Total income / additions
$5,606,459
Benefits paid
$1,262,533
Administrative expenses
$67,136
Total expenses
$1,335,361
Net increase / (decrease)
$4,271,098
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $28.2K
  2. 2
    RECORDKEEPER · Direct $20.1K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $243

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001143720NAL0006943745001 cover?
It is the 2023 Form 5500 filing for Vital Enterprises LLC 401(K) Retirement Plan, reported by Vital Enterprises LLC (EIN 46-4417823).
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