Vintage Parts, Inc. Employee Savings Plan — Form 5500 plan (Vintage Parts, 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, Vintage Parts, Inc. Employee Savings Plan is a benefit plan reported by Vintage Parts, Inc. under EIN 39-1725944 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $9,004,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vintage Parts, Inc.
- EIN
- 39-1725944
- Plan number
- 001
- Plan type
- 2
- Location
- Little Chute, WI
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $9,004,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241014160601NAL0027813121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,004,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,004,766
- Net assets (BOY)
- $7,578,318
Income & contributions
- Employer contributions
- $326,138
- Participant contributions
- $382,678
- Total contributions
- $743,862
- Total income / additions
- $1,822,942
Expenses & distributions
- Benefits paid
- $382,059
- Administrative expenses
- $14,435
- Total expenses
- $396,494
- Net increase / (decrease)
- $1,426,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $0 | $17,260 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,590 | $0 | 2023 |
| Retirement Strategies LLC | TPA | $1,885 | $3,619 | 2023 |
| Willshire Associates Inc | INVESTMENT ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vintage Parts, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Little Chute, WI
- Edward Jones — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Retirement Strategies LLC — Schedule C compensation
- Willshire Associates Inc — Schedule C compensation