2023 Form 5500 filing — Vernis & Bowling 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 20240924094924NAL0007330931001) for Vernis & Bowling 401(K) Plan, reported by Vernis & Bowling Of Miami, P.A. under EIN 65-0299372 and plan number 001. It reports 647 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924094924NAL0007330931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vernis & Bowling Of Miami, P.A.
- EIN
- 65-0299372
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 647
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,221,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,221,402
- Employer contributions
- $186,457
- Participant contributions
- $1,483,746
- Total income / additions
- $4,818,183
- Benefits paid
- $969,779
- Administrative expenses
- $99,919
- Total expenses
- $1,072,256
- Net increase / (decrease)
- $3,745,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $73,735 | $0 |
| Ameriprise Financial Services, LLC | BROKER/ ADVISER | $0 | $29,837 |
| Pension Services, Inc. | CONTRACT ADMIN | $3,300 | $10,000 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $12,646 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $11,253 | not reported in the loaded dataset |
| Ameriprise Fi Inc Dba Columbia Mgmt | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |