2023 Form 5500 filing — Vanee Foods 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 20241018132843NAL0019218803001) for Vanee Foods 401(K) Plan, reported by Vanee Foods Company under EIN 36-2600918 and plan number 002. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241018132843NAL0019218803001
Filing year
2023
Form type
2
Plan sponsor
Vanee Foods Company
EIN
36-2600918
Plan number
002
Location
Oakbrook, IL
Participants
297
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,466,546
Total liabilities (EOY)
$0
Net assets (EOY)
$21,466,546
Employer contributions
$328,535
Participant contributions
$760,645
Total income / additions
$3,876,611
Benefits paid
$1,588,056
Administrative expenses
$81,259
Total expenses
$1,669,315
Net increase / (decrease)
$2,207,296
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$52,314$0
Forest Capital Management LLCINVESTMENT ADVISORY$28,944$6

Related Form 5500 pages