Vbm Acquisition 401(K) Plan — Form 5500 plan (Vbm Acquisition, 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, Vbm Acquisition 401(K) Plan is a benefit plan reported by Vbm Acquisition, LLC under EIN 26-1466826 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $4,366,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vbm Acquisition, LLC
EIN
26-1466826
Plan number
001
Plan type
2
Location
Boerne, TX
Latest filing year
2023
Participants
240
End-of-year plan assets
$4,366,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20241015135144NAL0048223088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,366,370
Total liabilities (EOY)
$0
Net assets (EOY)
$4,366,370
Net assets (BOY)
$3,527,064

Income & contributions

Employer contributions
$0
Participant contributions
$636,563
Total contributions
$642,115
Total income / additions
$1,238,662

Expenses & distributions

Benefits paid
$396,870
Administrative expenses
$7,583
Total expenses
$399,356
Net increase / (decrease)
$839,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPER$6,843$02023

Related Form 5500 pages