Vigor Industrial LLC Retirement Plan — Form 5500 plan (Vigor Industrial LLC)

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, Vigor Industrial LLC Retirement Plan is a benefit plan reported by Vigor Industrial LLC under EIN 93-1300260 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,441 participants and $65,964,261 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$66MPlan net assets, end of year$65,964,261
Participants1.4KCovered participants reported1,441
Assets / participant$45.8KComputed: assets ÷ participants$45,777 (computed)
Provider compensation$66.6K3 Schedule C provider row(s)$66,591
Plan sponsor
Vigor Industrial LLC
EIN
93-1300260
Plan number
002
Plan type
2
Location
Portland, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,441H, C20241010124733NAL0020989057001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$66M total assets
Net assets$66MLiabilities$0
Money in vs. money out
Total income / additions$17M
Total expenses$5.8M
Benefits paid / distributions$5.7M
Contributions
Employer$3M
Participant$5.2M
Full reported line items

Net assets

Total assets (EOY)
$65,964,261
Total liabilities (EOY)
$0
Net assets (EOY)
$65,964,261
Net assets (BOY)
$51,040,962

Income & contributions

Employer contributions
$3,047,419
Participant contributions
$5,192,295
Total contributions
$8,281,696
Total income / additions
$17,042,147

Expenses & distributions

Benefits paid
$5,659,209
Administrative expenses
$66,604
Total expenses
$5,775,860
Net increase / (decrease)
$11,266,287

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
R. V. Kuhns & Associates IncNONE$26,018not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$22,078$02023
Soofi Law OfficeNONE$18,495not reported in the loaded dataset2023

Related Form 5500 pages