Plan5500

Vandevere 401k Profit Sharing Plan And Trust — Form 5500 plan (Vandevere, 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, Vandevere 401k Profit Sharing Plan And Trust is a benefit plan reported by Vandevere, Inc. under EIN 34-0676529 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $21,182,621 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vandevere, Inc.
EIN
34-0676529
Plan number
001
Plan type
2
Location
Akron, OH
Latest filing year
2023
Participants
343
End-of-year plan assets
$21,182,621

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20241015111459NAL0047525456001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,182,621
Net assets (EOY)
$21,182,621
Net assets (BOY)
$19,284,230

Income & contributions

Employer contributions
$821,851
Participant contributions
$1,632,948
Total contributions
$2,645,584
Total income / additions
$5,443,435

Expenses & distributions

Benefits paid
$3,484,832
Administrative expenses
$57,486
Total expenses
$3,545,044
Net increase / (decrease)
$1,898,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valmark Advisors, Inc.ADVISOR$30,000not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncRECORDKEEPER$27,486not reported in the loaded dataset2023

Related Form 5500 pages