2023 Form 5500 filing — Village Management Services, Inc. 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 20241220143212NAL0003466499001) for Village Management Services, Inc. 401(K) Plan, reported by Village Management Services, Inc. under EIN 61-1772773 and plan number 001. It reports 845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220143212NAL0003466499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Village Management Services, Inc.
- EIN
- 61-1772773
- Plan number
- 001
- Location
- Laguna Woods, CA
- Participants
- 845
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,547,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,547,094
- Employer contributions
- $560,868
- Participant contributions
- $1,543,198
- Total income / additions
- $4,983,127
- Benefits paid
- $3,657,297
- Administrative expenses
- $26,062
- Total expenses
- $3,702,868
- Net increase / (decrease)
- $1,280,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $19,393 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $6,570 | $11,027 |
| Empower Annuity Insurance Company | RECORDKEEPER | $99 | $0 |