2023 Form 5500 filing — Van Wall Equipment, Inc. Profit Sharing 401(K) 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 20240919092611NAL0010097456001) for Van Wall Equipment, Inc. Profit Sharing 401(K) Plan, reported by Van Wall Equipment, Inc. under EIN 42-1085712 and plan number 001. It reports 720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919092611NAL0010097456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Van Wall Equipment, Inc.
- EIN
- 42-1085712
- Plan number
- 001
- Location
- Nevada, IA
- Participants
- 720
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,576,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,576,056
- Employer contributions
- $2,250,459
- Participant contributions
- $4,290,840
- Total income / additions
- $15,645,081
- Benefits paid
- $2,527,894
- Administrative expenses
- $192,010
- Total expenses
- $2,744,402
- Net increase / (decrease)
- $12,900,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISOR | $114,652 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $54,453 | $0 |
| Meriwether Wilson And Company, Pllc | ACCOUNTANT/AUDITOR | $22,905 | not reported in the loaded dataset |