Village Associates Inc. 401(K) Plan And Trust — Form 5500 plan (Village Associates 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, Village Associates Inc. 401(K) Plan And Trust is a benefit plan reported by Village Associates Inc. under EIN 85-2959197 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $25,749,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Village Associates Inc.
- EIN
- 85-2959197
- Plan number
- 001
- Plan type
- 2
- Location
- Pulaski, WI
- Latest filing year
- 2023
- Participants
- 516
- End-of-year plan assets
- $25,749,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 516 | H, C | 20240916104253NAL0001412801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,749,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,749,209
- Net assets (BOY)
- $21,423,047
Income & contributions
- Employer contributions
- $804,235
- Participant contributions
- $1,415,108
- Total contributions
- $2,831,004
- Total income / additions
- $6,516,189
Expenses & distributions
- Benefits paid
- $2,127,587
- Administrative expenses
- $62,440
- Total expenses
- $2,190,027
- Net increase / (decrease)
- $4,326,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $43,740 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $18,700 | $0 | 2023 |