2023 Form 5500 filing — Value Added Distributors, LLC 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 20241010095409NAL0033750256001) for Value Added Distributors, LLC 401(K) Profit Sharing Plan, reported by Value Added Distributors LLC under EIN 39-1814479 and plan number 001. It reports 225 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)$5.7MReported net assets$5,740,463
Participants225
Provider compensation$31.9K1 Schedule C row(s)$31,850
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010095409NAL0033750256001
- Plan sponsor
- Value Added Distributors LLC
- EIN
- 39-1814479
- Plan number
- 001
- Location
- Green Lake, WI
- Received date
- not reported in the loaded dataset
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)$5.7M total assets
Net assets$5.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,740,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,740,463
- Employer contributions
- $199,443
- Participant contributions
- $438,641
- Total income / additions
- $1,574,355
- Benefits paid
- $1,060,069
- Administrative expenses
- $31,850
- Total expenses
- $1,091,919
- Net increase / (decrease)
- $482,436
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1