2023 Form 5500 filing — Value Added Distributors 401(K) Profit Sharing 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 20241002124820NAL0014997968001) for Value Added Distributors 401(K) Profit Sharing Plan, reported by Value Added Distributors under EIN 46-4439414 and plan number 002. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002124820NAL0014997968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Value Added Distributors
- EIN
- 46-4439414
- Plan number
- 002
- Location
- Midlothian, VA
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,758,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,758,602
- Employer contributions
- $387,397
- Participant contributions
- $1,378,958
- Total income / additions
- $5,658,807
- Benefits paid
- $3,799,948
- Administrative expenses
- $73,608
- Total expenses
- $3,912,332
- Net increase / (decrease)
- $1,746,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $55,474 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $18,134 | $0 |