2023 Form 5500 filing — Vse 401(K) Profit Sharing 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 20250509093148NAL0009800451001) for Vse 401(K) Profit Sharing Plan, reported by Vse LLC under EIN 94-2508138 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509093148NAL0009800451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vse LLC
- EIN
- 94-2508138
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,926,844
- Total liabilities (EOY)
- $6,949
- Net assets (EOY)
- $30,919,895
- Employer contributions
- $1,226,545
- Participant contributions
- $1,150,911
- Total income / additions
- $7,267,517
- Benefits paid
- $1,993,345
- Administrative expenses
- $28,087
- Total expenses
- $2,021,432
- Net increase / (decrease)
- $5,246,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKER/ADVISO R | $0 | $28,757 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,337 | $0 |
| Hicks Pension Services | CONTRACT ADMIN | $7,805 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,105 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISO R | $0 | $1,809 |