2023 Form 5500 filing — Vaughan & Sons, Inc. 401(K) Retirement And Savings 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 20250909162848NAL0034399328001) for Vaughan & Sons, Inc. 401(K) Retirement And Savings Plan, reported by Vaughan & Sons Inc under EIN 74-0963640 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250909162848NAL0034399328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vaughan & Sons Inc
- EIN
- 74-0963640
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,169,791
- Total liabilities (EOY)
- $525
- Net assets (EOY)
- $8,169,266
- Employer contributions
- $169,232
- Participant contributions
- $377,895
- Total income / additions
- $1,710,526
- Benefits paid
- $764,430
- Administrative expenses
- $78,120
- Total expenses
- $842,550
- Net increase / (decrease)
- $867,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| World Investment Advisors LLC | INVESTMENT ADVISOR | $31,369 | not reported in the loaded dataset |
| Cota Street Investment Management | INVESTMENT MANAGEMENT | $24,774 | not reported in the loaded dataset |
| Akin, Doherty, Klein & Feuge,P.C | OTHER | $10,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $8,056 | $0 |
| Alliance Benefit Group Of Houston | CONTRACT ADMIN | $3,921 | not reported in the loaded dataset |