Vetter Equipment Company Inc 401(K) Profit Sharing Trust — Form 5500 plan (Vetter Equipment Company 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, Vetter Equipment Company Inc 401(K) Profit Sharing Trust is a benefit plan reported by Vetter Equipment Company Inc under EIN 42-1149934 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $14,554,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vetter Equipment Company Inc
- EIN
- 42-1149934
- Plan number
- 001
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $14,554,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20250815131545NAL0010438337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,554,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,554,822
- Net assets (BOY)
- $11,799,913
Income & contributions
- Employer contributions
- $305,107
- Participant contributions
- $722,512
- Total contributions
- $1,067,028
- Total income / additions
- $4,336,423
Expenses & distributions
- Benefits paid
- $1,515,755
- Administrative expenses
- $65,759
- Total expenses
- $1,581,514
- Net increase / (decrease)
- $2,754,909
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tfb Advisors, LLC | ADVISOR | $41,197 | not reported in the loaded dataset | 2023 |
| Equipment Dealer Consulting, LLC | AUDITOR | $12,256 | not reported in the loaded dataset | 2023 |
| Ameritas Advisory Services, LLC | BROKER DEALER | $8,244 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $2,434 | $981 | 2023 |
| Leafhouse Financial Advisors LLC | 3(21) | $2,747 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vetter Equipment Company Inc
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Overland Park, KS
- Tfb Advisors, LLC — Schedule C compensation
- Equipment Dealer Consulting, LLC — Schedule C compensation
- Ameritas Advisory Services, LLC — Schedule C compensation
- Nationwide — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation