Van Wall Equipment, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Van Wall Equipment, 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 Wall Equipment, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Van Wall Equipment, Inc. under EIN 42-1085712 and plan number 001. The latest loaded filing year is 2023. The filing reports 720 participants and $59,576,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van Wall Equipment, Inc.
- EIN
- 42-1085712
- Plan number
- 001
- Plan type
- 2
- Location
- Nevada, IA
- Latest filing year
- 2023
- Participants
- 720
- End-of-year plan assets
- $59,576,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 720 | H, C | 20240919092611NAL0010097456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,576,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,576,056
- Net assets (BOY)
- $46,675,377
Income & contributions
- Employer contributions
- $2,250,459
- Participant contributions
- $4,290,840
- Total contributions
- $6,768,339
- Total income / additions
- $15,645,081
Expenses & distributions
- Benefits paid
- $2,527,894
- Administrative expenses
- $192,010
- Total expenses
- $2,744,402
- Net increase / (decrease)
- $12,900,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISOR | $114,652 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $54,453 | $0 | 2023 |
| Meriwether Wilson And Company, Pllc | ACCOUNTANT/AUDITOR | $22,905 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Van Wall Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Nevada, IA
- Wells Fargo Advisors — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Meriwether Wilson And Company, Pllc — Schedule C compensation