Plan5500

Vps Employee Stock Ownership Plan — Form 5500 plan (Vantage Point Solutions, 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, Vps Employee Stock Ownership Plan is a benefit plan reported by Vantage Point Solutions, Inc. under EIN 22-3860061 and plan number 002. The latest loaded filing year is 2023. The filing reports 408 participants and $27,480,932 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vantage Point Solutions, Inc.
EIN
22-3860061
Plan number
002
Plan type
2
Location
Mitchell, SD
Latest filing year
2023
Participants
408
End-of-year plan assets
$27,480,932

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20241007155432NAL0009024691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,480,932
Total liabilities (EOY)
$1,530
Net assets (EOY)
$27,479,402
Net assets (BOY)
$21,540,231

Income & contributions

Employer contributions
$1,184,033
Total contributions
$1,184,033
Total income / additions
$6,330,004

Expenses & distributions

Benefits paid
$282,613
Administrative expenses
$89,584
Total expenses
$390,833
Net increase / (decrease)
$5,939,171

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Arete Wealth Advisors LLCFINANCIAL ADVISOR$47,497not reported in the loaded dataset2023
Transition Financial StrategiesTPA$42,087not reported in the loaded dataset2023

Related Form 5500 pages