Vftc Tr Rachel Anastasio Individual 401(K) — Form 5500 plan (Rachel F. Anastasio)
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, Vftc Tr Rachel Anastasio Individual 401(K) is a benefit plan reported by Rachel F. Anastasio under EIN 26-3927773 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $395,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rachel F. Anastasio
- EIN
- 26-3927773
- Plan number
- 001
- Plan type
- 2
- Location
- Woodbridge, CT
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $395,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240716123704NAL0003075393002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $395,353
- Net assets (EOY)
- $395,353
- Net assets (BOY)
- $313,178
Income & contributions
- Total income / additions
- $82,175
Expenses & distributions
- Net increase / (decrease)
- $82,175
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.