2023 Form 5500 filing — Visiting Nurse Association Of Florida, Inc. Defined Benefit 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 20250428090215NAL0007941667001) for Visiting Nurse Association Of Florida, Inc. Defined Benefit Plan, reported by Visiting Nurse Association Of Florida, Inc. under EIN 59-1814769 and plan number 003. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250428090215NAL0007941667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visiting Nurse Association Of Florida, Inc.
- EIN
- 59-1814769
- Plan number
- 003
- Location
- Stuart, FL
- Participants
- 24
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,260,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,260,676
- Employer contributions
- $20,000
- Participant contributions
- $0
- Total income / additions
- $312,403
- Benefits paid
- $1,047,321
- Administrative expenses
- $14,360
- Total expenses
- $1,061,681
- Net increase / (decrease)
- -$749,278
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neuberger Berman, LLC | INVESTMENT ADVISOR | $14,360 | not reported in the loaded dataset |