2023 Form 5500 filing — Vance Brothers, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802083041NAL0040468512001) for Vance Brothers, Inc. Retirement Plan, reported by Vance Brothers, Inc. under EIN 44-0577983 and plan number 002. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802083041NAL0040468512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vance Brothers, Inc.
- EIN
- 44-0577983
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,264,814
- Net assets (EOY)
- $18,264,814
- Employer contributions
- $672,915
- Participant contributions
- $1,106,751
- Total income / additions
- $4,529,007
- Benefits paid
- $1,883,804
- Administrative expenses
- $70,736
- Total expenses
- $1,982,524
- Net increase / (decrease)
- $2,546,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $48,035 | $0 |
| Two West Capital Advisors LLC | INVESTMENT ADVISOR | $22,701 | not reported in the loaded dataset |