Vander-Bend Retirement Plan — Form 5500 plan (Vander-Bend Manufacturing, 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, Vander-Bend Retirement Plan is a benefit plan reported by Vander-Bend Manufacturing, Inc. under EIN 82-3755090 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,057 participants and $27,855,255 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vander-Bend Manufacturing, Inc.
- EIN
- 82-3755090
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,057
- End-of-year plan assets
- $27,855,255
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,057 | H, C | 20250623170653NAL0008899248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,855,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,855,255
- Net assets (BOY)
- $23,878,520
Income & contributions
- Employer contributions
- $304,384
- Participant contributions
- $2,637,361
- Total contributions
- $2,951,408
- Total income / additions
- $7,485,460
Expenses & distributions
- Benefits paid
- $3,396,756
- Administrative expenses
- $111,969
- Total expenses
- $3,508,725
- Net increase / (decrease)
- $3,976,735
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning | NONE | $62,956 | not reported in the loaded dataset | 2023 |
| Digital Retirement Solutions, Inc. | NONE | $45,173 | not reported in the loaded dataset | 2023 |
| July Business Services LLC | RECORDKEEPER | $3,840 | not reported in the loaded dataset | 2023 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vander-Bend Manufacturing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Creative Planning — Schedule C compensation
- Digital Retirement Solutions, Inc. — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Matrix Financial Solutions, Inc. — Schedule C compensation