2023 Form 5500 filing — Verst Group Logistics Companies 401(K) 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 20241011123754NAL0038737968001) for Verst Group Logistics Companies 401(K) Retirement Savings Plan, reported by Verst Group Logistics under EIN 31-1313675 and plan number 001. It reports 786 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123754NAL0038737968001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Verst Group Logistics
- EIN
- 31-1313675
- Plan number
- 001
- Location
- Walton, KY
- Participants
- 786
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,545,894
- Total liabilities (EOY)
- $13,716
- Net assets (EOY)
- $35,532,178
- Employer contributions
- $1,349,342
- Participant contributions
- $2,091,535
- Total income / additions
- $8,609,208
- Benefits paid
- $2,349,512
- Administrative expenses
- $136,872
- Total expenses
- $2,486,384
- Net increase / (decrease)
- $6,122,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Corporation Of America | NONE | $101,208 | $6,120 |
| Pca Investment Advisory Services | NONE | $35,664 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $11,590 |