2023 Form 5500 filing — Vehlo Purchaser, LLC 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 20241011140315NAL0012569635001) for Vehlo Purchaser, LLC 401(K) Plan, reported by Vehlo Purchaser, LLC under EIN 84-1894196 and plan number 001. It reports 440 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)$10.9MReported net assets$10,874,896
Participants440
Provider compensation$51.7K3 Schedule C row(s)$51,674
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011140315NAL0012569635001
Plan sponsor
Vehlo Purchaser, LLC
EIN
84-1894196
Plan number
001
Location
Knoxville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$10.9M total assets
Net assets$10.9MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$564.1K
Benefits paid / distributions$511.2K
Contributions
Employer$287.9K
Participant$1.8M
Full reported line items
Total assets (EOY)
$10,874,896
Total liabilities (EOY)
$0
Net assets (EOY)
$10,874,896
Employer contributions
$287,908
Participant contributions
$1,813,659
Total income / additions
$3,928,886
Benefits paid
$511,167
Administrative expenses
$52,931
Total expenses
$564,098
Net increase / (decrease)
$3,364,788
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $27.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY - PL · Direct $20.7K
  3. 3
    RECORDKEEPER · Direct $2.8K · Indirect $387

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011140315NAL0012569635001 cover?
It is the 2023 Form 5500 filing for Vehlo Purchaser, LLC 401(K) Plan, reported by Vehlo Purchaser, LLC (EIN 84-1894196).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages