2023 Form 5500 filing — Vita-Mix Companies 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 20241014091859NAL0025806673002) for Vita-Mix Companies 401(K) Plan, reported by Vita-Mix Holdings Company under EIN 34-0084909 and plan number 001. It reports 994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091859NAL0025806673002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vita-Mix Holdings Company
- EIN
- 34-0084909
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,099,020
- Net assets (EOY)
- $73,099,020
- Employer contributions
- $1,429,169
- Participant contributions
- $4,513,759
- Total income / additions
- $18,211,958
- Benefits paid
- $5,476,978
- Administrative expenses
- $163,358
- Total expenses
- $5,640,336
- Net increase / (decrease)
- $12,571,622
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $97,507 | not reported in the loaded dataset |
| Benefits Consulting Group LLC | NONE | $56,951 | not reported in the loaded dataset |
| Maloney Novotny LLC | NONE | $9,000 | not reported in the loaded dataset |