Van Ausdall & Farrar, Inc. Employee Benefit Trust — 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 Benefit Trust is a benefit plan reported by Van Ausdall & Farrar, Inc. under EIN 35-1067666 and plan number 501. The latest loaded filing year is 2023. The filing reports 70 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants70Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$71.4K5 Schedule C provider row(s)$71,444
- Plan sponsor
- Van Ausdall & Farrar, Inc.
- EIN
- 35-1067666
- Plan number
- 501
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70 | H, C | 20241011113723NAL0021776593001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $1,938
Income & contributions
- Employer contributions
- $844,662
- Participant contributions
- $286,259
- Total contributions
- $1,139,455
- Total income / additions
- $1,139,455
Expenses & distributions
- Benefits paid
- $1,076,120
- Administrative expenses
- $65,273
- Total expenses
- $1,141,393
- Net increase / (decrease)
- -$1,938
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
75%25%
Employer 75%Participant 25%
Benefits paid ÷ total income94%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $33,465 | $0 | 2023 |
| Shepherd Financial Invest. | INVESTMENT FINANCIAL ADVI | $24,203 | $0 | 2023 |
| Umr | CLAIMS PROCESSING | $13,776 | $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. — Schedule C compensation
- Umr — Schedule C compensation
- Adp Broker Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation