2023 Form 5500 filing — Vector Fleet Management, LLC Retirement Savings 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 20241004103622NAL0011313969001) for Vector Fleet Management, LLC Retirement Savings Plan, reported by Vector Fleet Management, LLC under EIN 20-5680368 and plan number 001. It reports 309 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)$9.3MReported net assets$9,295,988
Participants309
Provider compensation$47.6K4 Schedule C row(s)$47,647
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004103622NAL0011313969001
Plan sponsor
Vector Fleet Management, LLC
EIN
20-5680368
Plan number
001
Location
Charlotte, NC
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)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$392.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$9,295,988
Total liabilities (EOY)
$0
Net assets (EOY)
$9,295,988
Employer contributions
$392,464
Participant contributions
$1,104,177
Total income / additions
$3,079,575
Benefits paid
$1,004,463
Administrative expenses
$47,647
Total expenses
$1,071,905
Net increase / (decrease)
$2,007,670
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25.9K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $13.3K
  3. 3
    INVESTMENT ADVISOR · Direct $6.7K
  4. 4
    INVESTMENT MGMT · Direct $1.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004103622NAL0011313969001 cover?
It is the 2023 Form 5500 filing for Vector Fleet Management, LLC Retirement Savings Plan, reported by Vector Fleet Management, LLC (EIN 20-5680368).
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