V. J. Technologies 401(K) Plan — Form 5500 plan (V.J. Technologies, Inc.)

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, V. J. Technologies 401(K) Plan is a benefit plan reported by V.J. Technologies, Inc. under EIN 11-2916269 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $18,927,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
V.J. Technologies, Inc.
EIN
11-2916269
Plan number
002
Plan type
2
Location
Bohemia, NY
Latest filing year
2023
Participants
162
End-of-year plan assets
$18,927,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20241011130128NAL0038795296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,927,208
Total liabilities (EOY)
$0
Net assets (EOY)
$18,927,208
Net assets (BOY)
$15,470,012

Income & contributions

Employer contributions
$216,377
Participant contributions
$1,331,213
Total contributions
$1,573,914
Total income / additions
$4,017,800

Expenses & distributions

Benefits paid
$504,286
Administrative expenses
$50,935
Total expenses
$560,604
Net increase / (decrease)
$3,457,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanely Smith Barney LLCINVESTMENT ADVISOR$32,951not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$17,984$02023

Related Form 5500 pages