Build Retirement Plan — Form 5500 plan (Vcc)
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, Build Retirement Plan is a benefit plan reported by Vcc under EIN 71-0644259 and plan number 001. The latest loaded filing year is 2023. The filing reports 713 participants and $72,020,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vcc
- EIN
- 71-0644259
- Plan number
- 001
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 713
- End-of-year plan assets
- $72,020,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 713 | H, C | 20241015175230NAL0030545889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,020,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,020,815
- Net assets (BOY)
- $62,737,542
Income & contributions
- Employer contributions
- $949,336
- Participant contributions
- $3,319,133
- Total contributions
- $4,688,423
- Total income / additions
- $14,178,689
Expenses & distributions
- Benefits paid
- $4,707,510
- Administrative expenses
- $91,129
- Total expenses
- $4,895,416
- Net increase / (decrease)
- $9,283,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Hogantaylor Llp | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $8,107 | $0 | 2023 |