Vata 401(K) Plan — Form 5500 plan (Vata, 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, Vata 401(K) Plan is a benefit plan reported by Vata, Inc. under EIN 93-1194928 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $1,573,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vata, Inc.
- EIN
- 93-1194928
- Plan number
- 001
- Plan type
- 2
- Location
- Canby, OR
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $1,573,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240912144257NAL0004512179001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,573,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,573,875
- Net assets (BOY)
- $1,136,575
Income & contributions
- Employer contributions
- $51,624
- Participant contributions
- $136,544
- Total income / additions
- $477,646
Expenses & distributions
- Benefits paid
- $40,346
- Administrative expenses
- $0
- Total expenses
- $40,346
- Net increase / (decrease)
- $437,300
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.