2023 Form 5500 filing — Build Retirement 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 20241015175230NAL0030545889001) for Build Retirement Plan, reported by Vcc under EIN 71-0644259 and plan number 001. It reports 713 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015175230NAL0030545889001
Filing year
2023
Form type
2
Plan sponsor
Vcc
EIN
71-0644259
Plan number
001
Location
Little Rock, AR
Participants
713
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$72,020,815
Total liabilities (EOY)
$0
Net assets (EOY)
$72,020,815
Employer contributions
$949,336
Participant contributions
$3,319,133
Total income / additions
$14,178,689
Benefits paid
$4,707,510
Administrative expenses
$91,129
Total expenses
$4,895,416
Net increase / (decrease)
$9,283,273
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ubs Financial Services IncNONE$37,500not reported in the loaded dataset
Hogantaylor LlpNONE$10,000not reported in the loaded dataset
Empower Annuity Insurance Company ONONE$8,107$0

Related Form 5500 pages