2023 Form 5500 filing — Via Employee Stock Ownership 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 20241015134339NAL0016518211001) for Via Employee Stock Ownership 401(K) Plan, reported by The Via Group LLC under EIN 01-0544473 and plan number 002. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$9,957,811
Participants48
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015134339NAL0016518211001
Plan sponsor
The Via Group LLC
EIN
01-0544473
Plan number
002
Location
Portland, ME
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$13.1K
Money in vs. money out
Total income / additions$1.2M
Total expenses$73.6K
Benefits paid / distributions$73K
Contributions
Employer$19.3K
Participant$148.8K
Full reported line items
Total assets (EOY)
$9,970,891
Total liabilities (EOY)
$13,080
Net assets (EOY)
$9,957,811
Employer contributions
$19,306
Participant contributions
$148,781
Total income / additions
$1,213,297
Benefits paid
$73,046
Administrative expenses
$40
Total expenses
$73,637
Net increase / (decrease)
$1,139,660

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134339NAL0016518211001 cover?
It is the 2023 Form 5500 filing for Via Employee Stock Ownership 401(K) Plan, reported by The Via Group LLC (EIN 01-0544473).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages