Best Vinyl 401(K) Retirement Plan — Form 5500 plan (Best Vinyl Fence & Deck, 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, Best Vinyl 401(K) Retirement Plan is a benefit plan reported by Best Vinyl Fence & Deck, LLC under EIN 27-3836861 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $4,919,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Best Vinyl Fence & Deck, LLC
EIN
27-3836861
Plan number
001
Plan type
2
Location
Springville, UT
Latest filing year
2023
Participants
141
End-of-year plan assets
$4,919,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241010122850NAL0009982851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,919,382
Total liabilities (EOY)
$0
Net assets (EOY)
$4,919,382
Net assets (BOY)
$4,168,664

Income & contributions

Employer contributions
$183,827
Participant contributions
$384,147
Total contributions
$567,974
Total income / additions
$1,323,291

Expenses & distributions

Benefits paid
$544,957
Administrative expenses
$27,616
Total expenses
$572,573
Net increase / (decrease)
$750,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Soltis Investment AdvisorsINVESTMENT ADVISOR$15,680not reported in the loaded dataset2023
Pcs RetirementCONTRACT ADMINISTRATOR$13,829not reported in the loaded dataset2023

Related Form 5500 pages