Vantage Systems Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Vantage Systems 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, Vantage Systems Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Vantage Systems Inc under EIN 52-1795685 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $11,900,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vantage Systems Inc
- EIN
- 52-1795685
- Plan number
- 001
- Plan type
- 2
- Location
- Lanham, MD
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $11,900,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241011134439NAL0010982851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,900,191
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,900,191
- Net assets (BOY)
- $9,488,206
Income & contributions
- Employer contributions
- $665,235
- Participant contributions
- $1,533,176
- Total contributions
- $2,342,031
- Total income / additions
- $4,028,824
Expenses & distributions
- Benefits paid
- $1,573,955
- Administrative expenses
- $40,772
- Total expenses
- $1,616,839
- Net increase / (decrease)
- $2,411,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valuewealth Services LLC | ADVISOR | $23,745 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $13,768 | not reported in the loaded dataset | 2023 |