2023 Form 5500 filing — Vaughan & Bushnell Employees' 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 20241226151541NAL0006659683001) for Vaughan & Bushnell Employees' Profit Sharing Plan, reported by Vaughan & Bushnell Manufacturing Company under EIN 36-1908970 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241226151541NAL0006659683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vaughan & Bushnell Manufacturing Company
- EIN
- 36-1908970
- Plan number
- 001
- Location
- Woodstock, IL
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,804,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,804,196
- Participant contributions
- $512,462
- Total income / additions
- $1,906,089
- Benefits paid
- $476,838
- Administrative expenses
- $47,197
- Total expenses
- $526,275
- Net increase / (decrease)
- $1,379,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $30,023 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $17,174 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |