2023 Form 5500 filing — Vermeer Southeast Sales & Services, Inc. Employee'S Profit Sharing 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 20241015141744NAL0014815603001) for Vermeer Southeast Sales & Services, Inc. Employee'S Profit Sharing Plan, reported by Vermeer Southeast Sales And Services, Inc. under EIN 59-1156297 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141744NAL0014815603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vermeer Southeast Sales And Services, Inc.
- EIN
- 59-1156297
- Plan number
- 001
- Location
- Ocoee, FL
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,474,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,474,323
- Employer contributions
- $627,347
- Participant contributions
- $1,353,884
- Total income / additions
- $6,016,438
- Benefits paid
- $672,208
- Administrative expenses
- $111,677
- Total expenses
- $818,358
- Net increase / (decrease)
- $5,198,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advus Financial Partners, LLC | ADVISOR | $57,241 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $33,901 | $0 |
| Newport Trust Company | TRUSTEE | $10,061 | $0 |