2023 Form 5500 filing — Vertilux Ltd Usa 401(K) Profit Sharing Plan & Trust
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 20240912145759NAL0017454914001) for Vertilux Ltd Usa 401(K) Profit Sharing Plan & Trust, reported by Vertilux Limited under EIN 65-0540437 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912145759NAL0017454914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vertilux Limited
- EIN
- 65-0540437
- Plan number
- 001
- Location
- Medley, FL
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,778,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,778,756
- Employer contributions
- $115,301
- Participant contributions
- $299,441
- Total income / additions
- $908,621
- Benefits paid
- $329,508
- Administrative expenses
- $7,979
- Total expenses
- $347,370
- Net increase / (decrease)
- $561,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $7,839 |
| Financial Designs Wealth Management | SERVICE PROVIDER | $0 | $7,839 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $5,039 | $0 |