2023 Form 5500 filing — Vengroff Williams, Inc. 401(K) 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 20250424163648NAL0004356723001) for Vengroff Williams, Inc. 401(K) Profit Sharing Plan, reported by Vengroff Williams, Inc. under EIN 45-2973113 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250424163648NAL0004356723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vengroff Williams, Inc.
- EIN
- 45-2973113
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,994,860
- Total liabilities (EOY)
- $68
- Net assets (EOY)
- $5,994,792
- Employer contributions
- $45,000
- Participant contributions
- $634,540
- Total income / additions
- $1,660,703
- Benefits paid
- $1,065,647
- Administrative expenses
- $64,836
- Total expenses
- $1,147,633
- Net increase / (decrease)
- $513,070
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co.Of Ame | RECORDKEEPER | $22,875 | $0 |
| Bates & Company Inc. | CONTRACT ADMIN | $11,488 | $5,604 |
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $13,823 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,476 | $0 |