Vita Plus Corporation 401(K) Plan — Form 5500 plan (Vp Holdings Corporation)
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, Vita Plus Corporation 401(K) Plan is a benefit plan reported by Vp Holdings Corporation under EIN 39-1973530 and plan number 002. The latest loaded filing year is 2023. The filing reports 557 participants and $74,025,016 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$74MPlan net assets, end of year$74,025,016
Participants557Covered participants reported
Assets / participant$132.9KComputed: assets ÷ participants$132,899 (computed)
Provider compensation$107K3 Schedule C provider row(s)$107,050
- Plan sponsor
- Vp Holdings Corporation
- EIN
- 39-1973530
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 557 | H, C | 20250709135840NAL0008194592001 |
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)$74M total assets
Net assets$74MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $74,025,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,025,016
- Net assets (BOY)
- $61,684,122
Income & contributions
- Participant contributions
- $2,760,584
- Total contributions
- $5,073,447
- Total income / additions
- $21,035,231
Expenses & distributions
- Benefits paid
- $8,587,287
- Administrative expenses
- $107,050
- Total expenses
- $8,694,337
- Net increase / (decrease)
- $12,340,894
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.
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $75,141 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $31,909 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |