2023 Form 5500 filing — Vintage Stock Safe Harbor 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 20241004090157NAL0011995313001) for Vintage Stock Safe Harbor 401(K)Plan, reported by Vintage Stock under EIN 43-1571679 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004090157NAL0011995313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vintage Stock
- EIN
- 43-1571679
- Plan number
- 001
- Location
- Joplin, MO
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,560,121
- Total liabilities (EOY)
- $2,954
- Net assets (EOY)
- $4,557,167
- Employer contributions
- $114,348
- Participant contributions
- $227,500
- Total income / additions
- $941,893
- Benefits paid
- $515,056
- Administrative expenses
- $55,677
- Total expenses
- $570,733
- Net increase / (decrease)
- $371,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISOR | $22,213 | not reported in the loaded dataset |
| Definiti, LLC | TPA | $4,081 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $1,225 | $0 |
| Advanced Plan Designs | TPA | $260 | not reported in the loaded dataset |