2023 Form 5500 filing — Vannguard Utility Partners, Inc. 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 20241010003239NAL0039307650001) for Vannguard Utility Partners, Inc. 401(K) Plan, reported by Vannguard Utility Partners, Inc. under EIN 42-1502105 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010003239NAL0039307650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vannguard Utility Partners, Inc.
- EIN
- 42-1502105
- Plan number
- 001
- Location
- De Forest, WI
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,806,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,806,510
- Employer contributions
- $106,491
- Participant contributions
- $513,388
- Total income / additions
- $1,086,705
- Benefits paid
- $617,518
- Administrative expenses
- $27,157
- Total expenses
- $644,675
- Net increase / (decrease)
- $442,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $17,157 | $0 |
| Wegner Cpas Llp | ACCOUNTANT | $10,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Fsc Securities Corp | ADVISOR | $0 | $0 |