2023 Form 5500 filing — Visiting Nurse Association Of Florida, Inc Profit Sharing Plan & 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 20250711092327NAL0004127571001) for Visiting Nurse Association Of Florida, Inc Profit Sharing Plan & Trust, reported by Visiting Nurse Association Of Florida, Inc under EIN 59-1814769 and plan number 002. It reports 601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711092327NAL0004127571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visiting Nurse Association Of Florida, Inc
- EIN
- 59-1814769
- Plan number
- 002
- Location
- Stuart, FL
- Participants
- 601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,989,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,989,774
- Employer contributions
- $280,697
- Participant contributions
- $692,979
- Total income / additions
- $3,256,994
- Benefits paid
- $1,488,974
- Administrative expenses
- $60,146
- Total expenses
- $1,549,120
- Net increase / (decrease)
- $1,707,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | RIA | $33,382 | $0 |
| John Hancock Life Insurance Co | RECORDKEEPER INFO MGMT | $1,034 | not reported in the loaded dataset |
| Pension Investors | not reported in the loaded dataset | $350 | not reported in the loaded dataset |