Vengroff Williams, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Vengroff Williams, Inc. (EIN 45-2973113) is a plan sponsor located in Sarasota, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-2973113
Location
Sarasota, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,994,860
Total reported liabilities (EOY)
$68
Total reported net assets (EOY)
$5,994,792

Contributions & income

Employer contributions
$45,000
Participant contributions
$634,540
Total income / additions
$1,660,703

Expenses & distributions

Benefits paid / distributions
$1,065,647
Total expenses
$1,147,633
Net increase / (decrease)
$513,070

Coverage

Total reported participants
848
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Vengroff Williams, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Vengroff Williams, Inc. 401(K) Profit Sharing Plan001394$5,994,8602023
Vengroff Williams, Inc. Health And Welfare Plan501454not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Vengroff Williams, Inc.
YearPlanParticipantsSchedulesFiling
2023Vengroff Williams, Inc. Health And Welfare Plan45420240617150257NAL0001234401001
2023Vengroff Williams, Inc. 401(K) Profit Sharing Plan394H, C20250424163648NAL0004356723001

Related Form 5500 pages