2023 Form 5500 filing — Vickers & Nolan Enterprises, LLC 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 20240914050053NAL0006565715001) for Vickers & Nolan Enterprises, LLC Retirement Plan, reported by Vickers & Nolan Enterprises, LLC under EIN 20-0759070 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240914050053NAL0006565715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vickers & Nolan Enterprises, LLC
- EIN
- 20-0759070
- Plan number
- 002
- Location
- Stafford, VA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,269,128
- Net assets (EOY)
- $14,269,128
- Employer contributions
- $315,960
- Participant contributions
- $740,540
- Total income / additions
- $3,272,882
- Benefits paid
- $566,815
- Administrative expenses
- $72,282
- Total expenses
- $639,097
- Net increase / (decrease)
- $2,633,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORD KEEPER | $46,970 | $0 |
| Merrill Lynch Life Agency, Inc | INVESTMENT ADVISOR | $25,312 | not reported in the loaded dataset |