2023 Form 5500 filing — Van Ausdall & Farrar, Inc. Employee Benefit 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 20241011113723NAL0021776593001) for Van Ausdall & Farrar, Inc. Employee Benefit Trust, reported by Van Ausdall & Farrar, Inc. under EIN 35-1067666 and plan number 501. It reports 70 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants70
Provider compensation$71.4K5 Schedule C row(s)$71,444
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011113723NAL0021776593001
- Plan sponsor
- Van Ausdall & Farrar, Inc.
- EIN
- 35-1067666
- Plan number
- 501
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $844,662
- Participant contributions
- $286,259
- Total income / additions
- $1,139,455
- Benefits paid
- $1,076,120
- Administrative expenses
- $65,273
- Total expenses
- $1,141,393
- Net increase / (decrease)
- -$1,938
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $33,465 | $0 |
| Shepherd Financial Invest. | INVESTMENT FINANCIAL ADVI | $24,203 | $0 |
| Umr | CLAIMS PROCESSING | $13,776 | $0 |
| Adp Broker Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |