Us Vanadium Savings And Investment Plan — Form 5500 plan (Us Vanadium, LLC)

Plain-English plan 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, Us Vanadium Savings And Investment Plan is a benefit plan reported by Us Vanadium, LLC under EIN 06-1165871 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $9,244,031 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Us Vanadium, LLC
EIN
06-1165871
Plan number
002
Plan type
2
Location
Hot Springs, AR
Latest filing year
2023
Participants
126
End-of-year plan assets
$9,244,031

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20241015161210NAL0029061473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,244,031
Total liabilities (EOY)
$0
Net assets (EOY)
$9,244,031
Net assets (BOY)
$7,928,942

Income & contributions

Employer contributions
$406,835
Participant contributions
$554,425
Total contributions
$1,057,500
Total income / additions
$2,139,627

Expenses & distributions

Benefits paid
$821,669
Administrative expenses
$2,869
Total expenses
$824,538
Net increase / (decrease)
$1,315,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyADVISOR$0$20,7352023
Fidelity Investments InstitutionalRECORDKEEPER$2,869$02023

Related Form 5500 pages