2023 Form 5500 filing — Us Vanadium Savings And Investment 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 20241015161210NAL0029061473001) for Us Vanadium Savings And Investment Plan, reported by Us Vanadium, LLC under EIN 06-1165871 and plan number 002. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161210NAL0029061473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Us Vanadium, LLC
- EIN
- 06-1165871
- Plan number
- 002
- Location
- Hot Springs, AR
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,244,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,244,031
- Employer contributions
- $406,835
- Participant contributions
- $554,425
- Total income / additions
- $2,139,627
- Benefits paid
- $821,669
- Administrative expenses
- $2,869
- Total expenses
- $824,538
- Net increase / (decrease)
- $1,315,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $20,735 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,869 | $0 |