Vannguard Utility Partners, Inc. 401(K) Plan — Form 5500 plan (Vannguard Utility Partners, 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, Vannguard Utility Partners, Inc. 401(K) Plan is a benefit plan reported by Vannguard Utility Partners, Inc. under EIN 42-1502105 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $2,806,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vannguard Utility Partners, Inc.
- EIN
- 42-1502105
- Plan number
- 001
- Plan type
- 2
- Location
- De Forest, WI
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $2,806,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241010003239NAL0039307650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,806,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,806,510
- Net assets (BOY)
- $2,364,480
Income & contributions
- Employer contributions
- $106,491
- Participant contributions
- $513,388
- Total contributions
- $619,879
- Total income / additions
- $1,086,705
Expenses & distributions
- Benefits paid
- $617,518
- Administrative expenses
- $27,157
- Total expenses
- $644,675
- Net increase / (decrease)
- $442,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $17,157 | $0 | 2023 |
| Wegner Cpas Llp | ACCOUNTANT | $10,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Fsc Securities Corp | ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vannguard Utility Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in De Forest, WI
- Adp, Inc. — Schedule C compensation
- Wegner Cpas Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Fsc Securities Corp — Schedule C compensation