2023 Form 5500 filing — Victorian Finance, LLC 401(K) P/S 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 20241011102646NAL0022571217001) for Victorian Finance, LLC 401(K) P/S Plan, reported by Victorian Finance, LLC under EIN 26-0084919 and plan number 001. It reports 169 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)$6.3MReported net assets$6,315,930
Participants169
Provider compensation$56.8K4 Schedule C row(s)$56,842
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011102646NAL0022571217001
- Plan sponsor
- Victorian Finance, LLC
- EIN
- 26-0084919
- Plan number
- 001
- Location
- Pittsburgh, PA
- 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)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,315,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,315,930
- Employer contributions
- $52,982
- Participant contributions
- $388,670
- Total income / additions
- $1,199,326
- Benefits paid
- $1,296,825
- Administrative expenses
- $31,510
- Total expenses
- $1,328,335
- Net increase / (decrease)
- -$129,009
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,060 | $0 |
| Excel Securities & Associates, Inc. | INVESTMENT ADVISORY | $0 | $22,814 |
| Rimkus Marciano & Associates, Inc. | CONTRACT ADNINISTRATOR | $2,450 | $2,518 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |