Viking Village, Inc Employees 401(K) Profit Sharing Plan — Form 5500 plan (Viking Village, Inc)
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, Viking Village, Inc Employees 401(K) Profit Sharing Plan is a benefit plan reported by Viking Village, Inc under EIN 39-1210087 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $4,311,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Viking Village, Inc
- EIN
- 39-1210087
- Plan number
- 001
- Plan type
- 2
- Location
- Reedsburg, WI
- Latest filing year
- 2023
- Participants
- 102
- End-of-year plan assets
- $4,311,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102 | H, C | 20241007081451NAL0025733184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,311,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,311,494
- Net assets (BOY)
- $3,916,924
Income & contributions
- Employer contributions
- $111,250
- Participant contributions
- $214,365
- Total contributions
- $330,230
- Total income / additions
- $916,485
Expenses & distributions
- Benefits paid
- $480,913
- Administrative expenses
- $41,002
- Total expenses
- $521,915
- Net increase / (decrease)
- $394,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Park Capital Management LLC | NONE | $14,101 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $13,021 | $0 | 2023 |
| Wegner Cpa'S Llp | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners LLC | NONE | $2,575 | $4,029 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Viking Village, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Reedsburg, WI
- Park Capital Management LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Wegner Cpa'S Llp — Schedule C compensation
- Premier Retirement Partners LLC — Schedule C compensation