Vengroff Williams, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Vengroff Williams, 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, Vengroff Williams, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Vengroff Williams, Inc. under EIN 45-2973113 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $5,994,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vengroff Williams, Inc.
- EIN
- 45-2973113
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $5,994,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20250424163648NAL0004356723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,994,860
- Total liabilities (EOY)
- $68
- Net assets (EOY)
- $5,994,792
- Net assets (BOY)
- $5,481,722
Income & contributions
- Employer contributions
- $45,000
- Participant contributions
- $634,540
- Total contributions
- $717,175
- Total income / additions
- $1,660,703
Expenses & distributions
- Benefits paid
- $1,065,647
- Administrative expenses
- $64,836
- Total expenses
- $1,147,633
- Net increase / (decrease)
- $513,070
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co.Of Ame | RECORDKEEPER | $22,875 | $0 | 2023 |
| Bates & Company Inc. | CONTRACT ADMIN | $11,488 | $5,604 | 2023 |
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $13,823 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,476 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vengroff Williams, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Empower Annuity Insurance Co.Of Ame — Schedule C compensation
- Bates & Company Inc. — Schedule C compensation
- Raymond James & Associates Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation