Value Added Distributors, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Value Added Distributors LLC)
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, Value Added Distributors, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Value Added Distributors LLC under EIN 39-1814479 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $5,740,463 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.7MPlan net assets, end of year$5,740,463
Participants225Covered participants reported
Assets / participant$25.5KComputed: assets ÷ participants$25,513 (computed)
Provider compensation$31.9K1 Schedule C provider row(s)$31,850
- Plan sponsor
- Value Added Distributors LLC
- EIN
- 39-1814479
- Plan number
- 001
- Plan type
- 2
- Location
- Green Lake, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241010095409NAL0033750256001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,740,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,740,463
- Net assets (BOY)
- $5,258,027
Income & contributions
- Employer contributions
- $199,443
- Participant contributions
- $438,641
- Total contributions
- $674,225
- Total income / additions
- $1,574,355
Expenses & distributions
- Benefits paid
- $1,060,069
- Administrative expenses
- $31,850
- Total expenses
- $1,091,919
- Net increase / (decrease)
- $482,436
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Johnson Bank | RECORDKEEPER | $31,850 | $0 | 2023 |