Vonage 401(K) Retirement Plan — Form 5500 plan (Vonage Holdings Corp)
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, Vonage 401(K) Retirement Plan is a benefit plan reported by Vonage Holdings Corp under EIN 11-3547680 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,911 participants and $241,116,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vonage Holdings Corp
- EIN
- 11-3547680
- Plan number
- 001
- Plan type
- 2
- Location
- Holmdel, NJ
- Latest filing year
- 2023
- Participants
- 1,911
- End-of-year plan assets
- $241,116,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,911 | H, C | 20241010141916NAL0011588787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $241,116,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $241,116,180
- Net assets (BOY)
- $186,293,594
Income & contributions
- Employer contributions
- $4,785,558
- Participant contributions
- $15,917,262
- Total contributions
- $22,430,882
- Total income / additions
- $66,544,018
Expenses & distributions
- Benefits paid
- $11,557,048
- Administrative expenses
- $144,034
- Total expenses
- $11,721,432
- Net increase / (decrease)
- $54,822,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $56,924 | not reported in the loaded dataset | 2023 |
| Capital Management Group | INVESTMENT ADVISOR | $56,250 | not reported in the loaded dataset | 2023 |
| Withum | ACCOUNTANT/AUDITOR | $11,960 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$144,786 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vonage Holdings Corp
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Holmdel, NJ
- Strategic Advisors, Inc. — Schedule C compensation
- Capital Management Group — Schedule C compensation
- Withum — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation