Plan5500

Van Boerum & Frank Associates, 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, Van Boerum & Frank Associates, Inc. (EIN 87-0292348) is a plan sponsor located in Murray, UT 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
87-0292348
Location
Murray, UT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Van Boerum & Frank Associates, Inc.

  • 2 loaded plans hold $24.5M in reported assets.
  • The largest, Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan, holds 58% of this company's reported plan assets.
  • Plans cover 298 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.3MSummed across loaded plans$20,337,179
Total reported assets$24.5M$24,465,542
Total reported participants298
Total reported liabilities$4.1M$4,128,363

Reported net position

Reported assets = net assets + liabilities (summed)$24.5M total assets
Net assets$20.3MLiabilities$4.1M
Contributions & income
Employer contributions$443.6K
Participant contributions$670.3K
Total income / additions$8.1M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.6M
Net increase / (decrease)$6.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets58%Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan
Participants per plan149Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan$14.2M
    Plan #002 · 117 participants · 2023
  2. 2
    Van Boerum & Frank Associates, Inc. 401(K) Profit Sharing Plan$10.3M
    Plan #001 · 181 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Van Boerum & Frank Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan117 participants · 2Sch H
    View filing →
  2. 2023
    Van Boerum & Frank Associates, Inc. 401(K) Profit Sharing Plan181 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Van Boerum & Frank Associates, Inc. report on Form 5500?
Van Boerum & Frank Associates, Inc. (EIN 87-0292348) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Van Boerum & Frank Associates, Inc.?
The Employer Identification Number (EIN) reported for Van Boerum & Frank Associates, Inc. is 87-0292348.
What is the latest Form 5500 filing year for Van Boerum & Frank Associates, Inc.?
The latest loaded Form 5500 filing year for Van Boerum & Frank Associates, Inc. is 2023.

Related Form 5500 pages