Vilden Associates, Inc. 401(K) Plan — Form 5500 plan (Vilden 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, Vilden Associates, Inc. 401(K) Plan is a benefit plan reported by Vilden Associates, Inc. under EIN 95-3754898 and plan number 002. The latest loaded filing year is 2023. The filing reports 22 participants and $7,718,628 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.7MPlan net assets, end of year$7,718,628
Participants22Covered participants reported
Assets / participant$350.8KComputed: assets ÷ participants$350,847 (computed)
Provider compensationNone reported
Plan sponsor
Vilden Associates, Inc.
EIN
95-3754898
Plan number
002
Plan type
2
Location
Signal Hill, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202322I20240925130112NAL0019831440001
Schedule I · 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)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$106.1K
Benefits paid / distributions$105.9K
Contributions
Employer$68.3K
Participant$170.4K
Full reported line items

Net assets

Total assets (EOY)
$7,718,628
Total liabilities (EOY)
$0
Net assets (EOY)
$7,718,628
Net assets (BOY)
$6,426,533

Income & contributions

Employer contributions
$68,254
Participant contributions
$170,394
Total income / additions
$1,398,154

Expenses & distributions

Benefits paid
$105,915
Administrative expenses
$144
Total expenses
$106,059
Net increase / (decrease)
$1,292,095
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income8%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages