Van Deusen & Associates, Inc. 401(K) Retirement Plan — Form 5500 plan (Vda, 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, Van Deusen & Associates, Inc. 401(K) Retirement Plan is a benefit plan reported by Vda, Inc. under EIN 22-2330816 and plan number 004. The latest loaded filing year is 2023. The filing reports 231 participants and $24,259,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vda, Inc.
EIN
22-2330816
Plan number
004
Plan type
2
Location
East Hanover, NJ
Latest filing year
2023
Participants
231
End-of-year plan assets
$24,259,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241015121926NAL0028389601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,259,833
Total liabilities (EOY)
$0
Net assets (EOY)
$24,259,833
Net assets (BOY)
$18,619,410

Income & contributions

Employer contributions
$830,455
Participant contributions
$1,807,517
Total contributions
$3,511,230
Total income / additions
$6,837,150

Expenses & distributions

Benefits paid
$1,132,968
Administrative expenses
$63,759
Total expenses
$1,196,727
Net increase / (decrease)
$5,640,423

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCNONE$39,414not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$24,371$02023

Related Form 5500 pages