Victor Envelope Company Salary Reduction 401(K) Plan And Trust — Form 5500 plan (Victor Envelope 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, Victor Envelope Company Salary Reduction 401(K) Plan And Trust is a benefit plan reported by Victor Envelope Company under EIN 36-2762869 and plan number 003. The latest loaded filing year is 2023. The filing reports 273 participants and $37,785,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Victor Envelope Company
- EIN
- 36-2762869
- Plan number
- 003
- Plan type
- 3
- Location
- Bensenville, IL
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $37,785,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241011125752NAL0010935075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,785,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,785,138
- Net assets (BOY)
- $32,247,534
Income & contributions
- Employer contributions
- $195,564
- Participant contributions
- $1,031,918
- Total contributions
- $1,227,482
- Total income / additions
- $6,113,816
Expenses & distributions
- Benefits paid
- $483,632
- Administrative expenses
- $92,580
- Total expenses
- $576,212
- Net increase / (decrease)
- $5,537,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $92,718 | $0 | 2023 |
| Ifp Advisors, Inc. | INVESTMENT ADVISORY | $0 | $50,466 | 2023 |
| First American Bank | 3RD PARTY ADMINISTRATOR | $0 | $16,962 | 2023 |