Vita-Mix Companies 401(K) Plan — Form 5500 plan (Vita-Mix Holdings Company)
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, Vita-Mix Companies 401(K) Plan is a benefit plan reported by Vita-Mix Holdings Company under EIN 34-0084909 and plan number 001. The latest loaded filing year is 2023. The filing reports 994 participants and $73,099,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vita-Mix Holdings Company
- EIN
- 34-0084909
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 994
- End-of-year plan assets
- $73,099,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 994 | H, C | 20241014091859NAL0025806673002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,099,020
- Net assets (EOY)
- $73,099,020
- Net assets (BOY)
- $60,527,398
Income & contributions
- Employer contributions
- $1,429,169
- Participant contributions
- $4,513,759
- Total contributions
- $7,053,551
- Total income / additions
- $18,211,958
Expenses & distributions
- Benefits paid
- $5,476,978
- Administrative expenses
- $163,358
- Total expenses
- $5,640,336
- Net increase / (decrease)
- $12,571,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $97,507 | not reported in the loaded dataset | 2023 |
| Benefits Consulting Group LLC | NONE | $56,951 | not reported in the loaded dataset | 2023 |
| Maloney Novotny LLC | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vita-Mix Holdings Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Benefits Consulting Group LLC — Schedule C compensation
- Maloney Novotny LLC — Schedule C compensation