Plain-English plan 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, Vickers & Nolan Enterprises, LLC Retirement Plan is a benefit plan reported by Vickers & Nolan Enterprises, LLC under EIN 20-0759070 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $14,269,128 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,269,128
- Net assets (EOY)
- $14,269,128
- Net assets (BOY)
- $11,635,343
Income & contributions
- Employer contributions
- $315,960
- Participant contributions
- $740,540
- Total contributions
- $1,227,817
- Total income / additions
- $3,272,882
Expenses & distributions
- Benefits paid
- $566,815
- Administrative expenses
- $72,282
- Total expenses
- $639,097
- Net increase / (decrease)
- $2,633,785