Victorian Finance, LLC 401(K) P/S Plan — Form 5500 plan (Victorian Finance, LLC)
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, Victorian Finance, LLC 401(K) P/S Plan is a benefit plan reported by Victorian Finance, LLC under EIN 26-0084919 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $6,315,930 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.3MPlan net assets, end of year$6,315,930
Participants169Covered participants reported
Assets / participant$37.4KComputed: assets ÷ participants$37,372 (computed)
Provider compensation$56.8K4 Schedule C provider row(s)$56,842
- Plan sponsor
- Victorian Finance, LLC
- EIN
- 26-0084919
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241011102646NAL0022571217001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,315,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,315,930
- Net assets (BOY)
- $6,444,939
Income & contributions
- Employer contributions
- $52,982
- Participant contributions
- $388,670
- Total contributions
- $531,323
- Total income / additions
- $1,199,326
Expenses & distributions
- Benefits paid
- $1,296,825
- Administrative expenses
- $31,510
- Total expenses
- $1,328,335
- Net increase / (decrease)
- -$129,009
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income108%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,060 | $0 | 2023 |
| Excel Securities & Associates, Inc. | INVESTMENT ADVISORY | $0 | $22,814 | 2023 |
| Rimkus Marciano & Associates, Inc. | CONTRACT ADNINISTRATOR | $2,450 | $2,518 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Victorian Finance, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Principal Life Insurance Company — Schedule C compensation
- Excel Securities & Associates, Inc. — Schedule C compensation
- Rimkus Marciano & Associates, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation