2023 Form 5500 filing — Van Ausdall & Farrar Inc. Employee 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 20241011104323NAL0022597617001) for Van Ausdall & Farrar Inc. Employee Retirement Plan, reported by Van Ausdall & Farrar Inc. under EIN 35-1067666 and plan number 002. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104323NAL0022597617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Van Ausdall & Farrar Inc.
- EIN
- 35-1067666
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,833,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,833,988
- Employer contributions
- $127,317
- Participant contributions
- $561,597
- Total income / additions
- $2,072,703
- Benefits paid
- $1,808,407
- Administrative expenses
- $57,669
- Total expenses
- $1,866,461
- Net increase / (decrease)
- $206,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $33,465 | $0 |
| Shepherd Financial Invest. Advisory | INVESTMENT/FINANCIAL ADVI | $24,203 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |