2023 Form 5500 filing — Vandevere 401k Profit Sharing Plan And 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 20241015111459NAL0047525456001) for Vandevere 401k Profit Sharing Plan And Trust, reported by Vandevere, Inc. under EIN 34-0676529 and plan number 001. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111459NAL0047525456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vandevere, Inc.
- EIN
- 34-0676529
- Plan number
- 001
- Location
- Akron, OH
- Participants
- 343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,182,621
- Net assets (EOY)
- $21,182,621
- Employer contributions
- $821,851
- Participant contributions
- $1,632,948
- Total income / additions
- $5,443,435
- Benefits paid
- $3,484,832
- Administrative expenses
- $57,486
- Total expenses
- $3,545,044
- Net increase / (decrease)
- $1,898,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisors, Inc. | ADVISOR | $30,000 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | RECORDKEEPER | $27,486 | not reported in the loaded dataset |