Vanguard Fire & Security Systems 401(K) Salary Reduction Plan & Trust — Form 5500 plan (Vanguard Fire & Security Systems)
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, Vanguard Fire & Security Systems 401(K) Salary Reduction Plan & Trust is a benefit plan reported by Vanguard Fire & Security Systems under EIN 38-1967444 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $8,706,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vanguard Fire & Security Systems
- EIN
- 38-1967444
- Plan number
- 002
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $8,706,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20240927101907NAL0003864114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,706,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,706,222
- Net assets (BOY)
- $9,550,083
Income & contributions
- Employer contributions
- $135,379
- Participant contributions
- $340,655
- Total contributions
- $476,034
- Total income / additions
- $2,007,971
Expenses & distributions
- Benefits paid
- $2,806,263
- Administrative expenses
- $43,637
- Total expenses
- $2,851,832
- Net increase / (decrease)
- -$843,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $24,398 | $0 | 2023 |
| Kdp Retirement Plan Services | TPA | $7,498 | $0 | 2023 |