2023 Form 5500 filing — Vmg Holdings LLC 401(K) Profit Sharing Plan & Trust

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 20250603112505NAL0007202275001) for Vmg Holdings LLC 401(K) Profit Sharing Plan & Trust, reported by Vmg Holdings LLC under EIN 47-5118322 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.4MReported net assets$26,438,952

Participants342

Provider compensation$70.7K2 Schedule C row(s)$70,695

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250603112505NAL0007202275001
Plan sponsor: Vmg Holdings LLC
EIN: 47-5118322
Plan number: 001
Location: Dallas, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.4M total assets

Net assets$26.4MLiabilities$0

Money in vs. money out

Total income / additions$9.4M

Total expenses$2.1M

Benefits paid / distributions$2.1M

Contributions

Employer$1M

Participant$2.5M

Full reported line items

Total assets (EOY): $26,438,952
Total liabilities (EOY): $0
Net assets (EOY): $26,438,952
Employer contributions: $1,017,137
Participant contributions: $2,526,123
Total income / additions: $9,370,067
Benefits paid: $2,051,601
Administrative expenses: $75,653
Total expenses: $2,134,769
Net increase / (decrease): $7,235,298

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Paychex, Inc.$37.9K
RECORDKEEPER · Direct $37.9K
2
Commonwealth Financial Network$32.8K
ADVISOR · Direct $32.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250603112505NAL0007202275001 cover?: It is the 2023 Form 5500 filing for Vmg Holdings LLC 401(K) Profit Sharing Plan & Trust, reported by Vmg Holdings LLC (EIN 47-5118322).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).