2023 Form 5500 filing — The Vanderweil Companies Savings 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 20240828101144NAL0011716049001) for The Vanderweil Companies Savings Plan, reported by R.G. Vanderweil Engineers, Llp under EIN 04-2452980 and plan number 001. It reports 604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828101144NAL0011716049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.G. Vanderweil Engineers, Llp
- EIN
- 04-2452980
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,430,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,430,412
- Employer contributions
- $1,845,908
- Participant contributions
- $4,497,885
- Total income / additions
- $25,763,469
- Benefits paid
- $5,596,719
- Administrative expenses
- $142,726
- Total expenses
- $5,743,127
- Net increase / (decrease)
- $20,020,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $76,726 | $0 |
| Shepherd Financial Partners LLC | INVESTMENT ADVISOR | $47,500 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $18,500 | not reported in the loaded dataset |