Frank M. Vaccaro & Associates, Inc. Employees' Pension Plan — Form 5500 plan (Frank M. Vaccaro & Associates, Inc.)

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, Frank M. Vaccaro & Associates, Inc. Employees' Pension Plan is a benefit plan reported by Frank M. Vaccaro & Associates, Inc. under EIN 23-3013555 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $15,876,458 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frank M. Vaccaro & Associates, Inc.
EIN
23-3013555
Plan number
001
Plan type
2
Location
Mt. Laurel, NJ
Latest filing year
2023
Participants
128
End-of-year plan assets
$15,876,458

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20251009181429NAL0007429809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,876,458
Total liabilities (EOY)
$7,806
Net assets (EOY)
$15,868,652
Net assets (BOY)
$14,046,074

Income & contributions

Employer contributions
$175,000
Total contributions
$175,000
Total income / additions
$2,454,349

Expenses & distributions

Benefits paid
$491,452
Administrative expenses
$140,319
Total expenses
$631,771
Net increase / (decrease)
$1,822,578

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyNONE$63,841not reported in the loaded dataset2023
Cheiron, Inc.NONE$36,726not reported in the loaded dataset2023
Withumsmith+BrownNONE$27,560not reported in the loaded dataset2023

Related Form 5500 pages