Vesta, Inc. 403(B) Plan — Form 5500 plan (Vesta 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, Vesta, Inc. 403(B) Plan is a benefit plan reported by Vesta Inc under EIN 52-1275072 and plan number 006. The latest loaded filing year is 2023. The filing reports 267 participants and $16,385,269 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vesta Inc
EIN
52-1275072
Plan number
006
Plan type
2
Location
Lanham, MD
Latest filing year
2023
Participants
267
End-of-year plan assets
$16,385,269

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20250326144937NAL0015798433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,385,269
Net assets (EOY)
$16,385,269
Net assets (BOY)
$13,637,494

Income & contributions

Employer contributions
$297,375
Participant contributions
$640,804
Total contributions
$1,030,380
Total income / additions
$3,513,031

Expenses & distributions

Benefits paid
$760,101
Administrative expenses
$5,155
Total expenses
$765,256
Net increase / (decrease)
$2,747,775

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv. Inst. Oper. Co, Inc.RECORDKEEPER$5,155not reported in the loaded dataset2023

Related Form 5500 pages