Viam 401(K) Retirement Plan — Form 5500 plan (Viam 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, Viam 401(K) Retirement Plan is a benefit plan reported by Viam Manufacturing, Inc. under EIN 95-3846442 and plan number 002. The latest loaded filing year is 2023. The filing reports 346 participants and $14,800,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Viam Manufacturing, Inc.
EIN
95-3846442
Plan number
002
Plan type
2
Location
Manchester, TN
Latest filing year
2023
Participants
346
End-of-year plan assets
$14,800,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023346H, C20241001100827NAL0006910289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,800,195
Total liabilities (EOY)
$0
Net assets (EOY)
$14,800,195
Net assets (BOY)
$13,652,998

Income & contributions

Employer contributions
$354,913
Participant contributions
$689,761
Total contributions
$1,044,674
Total income / additions
$2,980,753

Expenses & distributions

Benefits paid
$1,760,556
Administrative expenses
$73,000
Total expenses
$1,833,556
Net increase / (decrease)
$1,147,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mg Trust Company Dba Matrix Trust CCUSTODIAN/RECORDKEEPER$42,327$2,3292023
Rbc Wealth ManagementINVESTMENT ADVISOR$30,673not reported in the loaded dataset2023

Related Form 5500 pages