2023 Form 5500 filing — Virginia Eagle Distributing 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 20241011150224NAL0023015905001) for Virginia Eagle Distributing 401(K) Plan, reported by Virginia Eagle Distributing Co., LLC under EIN 20-3904736 and plan number 002. It reports 533 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)$29.6MReported net assets$29,619,375
Participants533
Provider compensation$82.1K1 Schedule C row(s)$82,059
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011150224NAL0023015905001
Plan sponsor
Virginia Eagle Distributing Co., LLC
EIN
20-3904736
Plan number
002
Location
Verona, VA
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)$29.6M total assets
Net assets$29.6MLiabilities$0
Money in vs. money out
Total income / additions$6.7M
Total expenses$852.7K
Benefits paid / distributions$770.5K
Contributions
Employer$806.1K
Participant$1.4M
Full reported line items
Total assets (EOY)
$29,619,375
Total liabilities (EOY)
$0
Net assets (EOY)
$29,619,375
Employer contributions
$806,075
Participant contributions
$1,351,352
Total income / additions
$6,668,749
Benefits paid
$770,469
Administrative expenses
$82,059
Total expenses
$852,682
Net increase / (decrease)
$5,816,067

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$82,059$0

Related Form 5500 pages