V.G. Reed & Sons, Inc. 401(K) Salary Reduction Plan — Form 5500 plan (V.G. Reed & Sons, 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, V.G. Reed & Sons, Inc. 401(K) Salary Reduction Plan is a benefit plan reported by V.G. Reed & Sons, Inc. under EIN 61-0561589 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $10,307,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- V.G. Reed & Sons, Inc.
- EIN
- 61-0561589
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 107
- End-of-year plan assets
- $10,307,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | H, C | 20241015135957NAL0028676897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,307,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,307,929
- Net assets (BOY)
- $9,055,771
Income & contributions
- Employer contributions
- $62,378
- Participant contributions
- $335,642
- Total contributions
- $461,700
- Total income / additions
- $1,853,778
Expenses & distributions
- Benefits paid
- $593,548
- Administrative expenses
- $1,723
- Total expenses
- $601,620
- Net increase / (decrease)
- $1,252,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Client Services LLC | BROKER/ADVISER | $0 | $24,057 | 2023 |
| Morningstar Inc Dba Morningstar Ass | OTHER | $1,878 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $147 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for V.G. Reed & Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Private Client Services LLC — Schedule C compensation
- Morningstar Inc Dba Morningstar Ass — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation