Plan5500

Villa Enterprises Management Ltd., Inc. 401(K) Plan — Form 5500 plan (Villa Enterprises Management Ltd., 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, Villa Enterprises Management Ltd., Inc. 401(K) Plan is a benefit plan reported by Villa Enterprises Management Ltd., Inc. under EIN 22-2913107 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $3,242,595 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Villa Enterprises Management Ltd., Inc.
EIN
22-2913107
Plan number
001
Plan type
2
Location
Morristown, NJ
Latest filing year
2023
Participants
207
End-of-year plan assets
$3,242,595

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20241014204107NAL0013831203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,242,595
Net assets (EOY)
$3,242,595
Net assets (BOY)
$2,668,447

Income & contributions

Employer contributions
$31,963
Participant contributions
$220,566
Total contributions
$252,529
Total income / additions
$705,004

Expenses & distributions

Benefits paid
$119,061
Administrative expenses
$9,184
Total expenses
$130,856
Net increase / (decrease)
$574,148

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morning StarINVESTMENT AD VISOR-PLAN$1,450not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$352not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuityBROKER DEALERnot reported in the loaded dataset$3522023

Related Form 5500 pages