Plan5500

V3 Companies, Ltd. 401(K) Plan — Form 5500 plan (V3 Companies, Ltd.)

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, V3 Companies, Ltd. 401(K) Plan is a benefit plan reported by V3 Companies, Ltd. under EIN 36-3252440 and plan number 002. The latest loaded filing year is 2023. The filing reports 401 participants and $64,641,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
V3 Companies, Ltd.
EIN
36-3252440
Plan number
002
Plan type
2
Location
Woodridge, IL
Latest filing year
2023
Participants
401
End-of-year plan assets
$64,641,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023401H, C20241014161117NAL0015269267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,641,379
Total liabilities (EOY)
$22,732
Net assets (EOY)
$64,618,647
Net assets (BOY)
$56,402,469

Income & contributions

Employer contributions
$1,850,374
Participant contributions
$3,257,067
Total contributions
$6,159,789
Total income / additions
$16,007,553

Expenses & distributions

Benefits paid
$3,531,353
Administrative expenses
$122,851
Total expenses
$3,669,327
Net increase / (decrease)
$12,338,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyRECORDKEEPER$69,287$02023
Midwest Capital Adnisors, LLCINVESTMENT ADVISOR$50,421not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$3,295$02023

Related Form 5500 pages