E. J. Victor, Inc. 401(K) Retirement Plan — Form 5500 plan (E. J. Victor, 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, E. J. Victor, Inc. 401(K) Retirement Plan is a benefit plan reported by E. J. Victor, Inc. under EIN 58-1868552 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $3,227,971 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E. J. Victor, Inc.
EIN
58-1868552
Plan number
001
Plan type
2
Location
Morganton, NC
Latest filing year
2023
Participants
166
End-of-year plan assets
$3,227,971

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240712070417NAL0035232930001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,227,971
Net assets (EOY)
$3,227,971
Net assets (BOY)
$3,563,802

Income & contributions

Employer contributions
$77,247
Participant contributions
$194,923
Total contributions
$272,170
Total income / additions
$713,118

Expenses & distributions

Benefits paid
$1,040,330
Administrative expenses
$8,619
Total expenses
$1,048,949
Net increase / (decrease)
-$335,831

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Service CompanyNONE$8,619$02023

Related Form 5500 pages