2023 Form 5500 filing — Victory Capital Management, Inc. 401(K) 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 20241004143924NAL0011532497001) for Victory Capital Management, Inc. 401(K) Savings Plan, reported by Victory Capital Management, Inc. under EIN 13-2700161 and plan number 001. It reports 730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004143924NAL0011532497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Victory Capital Management, Inc.
- EIN
- 13-2700161
- Plan number
- 001
- Location
- Brooklyn, OH
- Participants
- 730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,548,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,548,369
- Employer contributions
- $5,050,824
- Participant contributions
- $7,453,992
- Total income / additions
- $37,462,291
- Benefits paid
- $12,891,295
- Administrative expenses
- $92,482
- Total expenses
- $12,983,777
- Net increase / (decrease)
- $24,478,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tcg Group Holdings, Llp | NONE | $92,482 | $0 |