Vermeer-Midwest Retirement Plan — Form 5500 plan (Vermeer Midwest, 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, Vermeer-Midwest Retirement Plan is a benefit plan reported by Vermeer Midwest, Inc. under EIN 36-4335540 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $66,025,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vermeer Midwest, Inc.
EIN
36-4335540
Plan number
001
Plan type
2
Location
Goodfield, IL
Latest filing year
2023
Participants
324
End-of-year plan assets
$66,025,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023324H, C20240724130923NAL0028392386001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,025,678
Total liabilities (EOY)
$0
Net assets (EOY)
$66,025,678
Net assets (BOY)
$56,182,633

Income & contributions

Employer contributions
$1,456,682
Participant contributions
$2,605,651
Total contributions
$4,252,812
Total income / additions
$14,538,885

Expenses & distributions

Benefits paid
$4,579,988
Administrative expenses
$111,190
Total expenses
$4,695,840
Net increase / (decrease)
$9,843,045

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$87,705not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$23,230$02023

Related Form 5500 pages