Original filing (PDF)20241223202852NAL0019209218001

VH HISTORICAL 2 CORP.

Name: VH HISTORICAL 2 CORP. — VINCENT HORCASITAS 401(K) PLAN, Form 5500 (2023)
Creator: VH HISTORICAL 2 CORP.

Form 5500-SF

FILING_RECEIVED

VINCENT HORCASITAS 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 1.2 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VH HISTORICAL 2 CORP..

Plan sponsor

Name

VH HISTORICAL 2 CORP.

EIN

26-2242112

Address

368 ROSE HILL ROAD · WATER MILL, NY · 11976

Phone

(631) 537-6412

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-23

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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