Vetter Stone Companies Employee Savings & Retirement Plan — Form 5500 plan (Vetter Stone Company)
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, Vetter Stone Companies Employee Savings & Retirement Plan is a benefit plan reported by Vetter Stone Company under EIN 41-0740459 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $10,192,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vetter Stone Company
- EIN
- 41-0740459
- Plan number
- 001
- Plan type
- 2
- Location
- Mankato, MN
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $10,192,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20240906141553NAL0001974016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,192,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,192,106
- Net assets (BOY)
- $10,064,273
Income & contributions
- Employer contributions
- $146,727
- Participant contributions
- $433,634
- Total contributions
- $623,016
- Total income / additions
- $2,142,474
Expenses & distributions
- Benefits paid
- $1,949,871
- Administrative expenses
- $55,380
- Total expenses
- $2,014,641
- Net increase / (decrease)
- $127,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $32,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | OTHER | $9,367 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,363 | not reported in the loaded dataset | 2023 |
| Tsc 401k | CONTRACT ADMIN | $3,625 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $901 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vetter Stone Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Mankato, MN
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Tsc 401k — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation