Van Ausdall & Farrar Inc. Employee Retirement Plan — Form 5500 plan (Van Ausdall & Farrar 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, Van Ausdall & Farrar Inc. Employee Retirement Plan is a benefit plan reported by Van Ausdall & Farrar Inc. under EIN 35-1067666 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $9,833,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van Ausdall & Farrar Inc.
- EIN
- 35-1067666
- Plan number
- 002
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $9,833,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241011104323NAL0022597617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,833,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,833,988
- Net assets (BOY)
- $9,627,746
Income & contributions
- Employer contributions
- $127,317
- Participant contributions
- $561,597
- Total contributions
- $691,787
- Total income / additions
- $2,072,703
Expenses & distributions
- Benefits paid
- $1,808,407
- Administrative expenses
- $57,669
- Total expenses
- $1,866,461
- Net increase / (decrease)
- $206,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $33,465 | $0 | 2023 |
| Shepherd Financial Invest. Advisory | INVESTMENT/FINANCIAL ADVI | $24,203 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Van Ausdall & Farrar Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Adp, Inc. — Schedule C compensation
- Shepherd Financial Invest. Advisory — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation