James R. Vannoy & Sons 401(K) Profit Sharing Plan — Form 5500 plan (James R. Vannoy & Sons Construction 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, James R. Vannoy & Sons 401(K) Profit Sharing Plan is a benefit plan reported by James R. Vannoy & Sons Construction Company, Inc. under EIN 56-0964185 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $21,203,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James R. Vannoy & Sons Construction Company, Inc.
- EIN
- 56-0964185
- Plan number
- 001
- Plan type
- 2
- Location
- Jefferson, NC
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $21,203,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20250227144142NAL0001054947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,203,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,203,508
- Net assets (BOY)
- $18,359,488
Income & contributions
- Employer contributions
- $636,275
- Participant contributions
- $2,041,269
- Total contributions
- $2,731,064
- Total income / additions
- $5,543,995
Expenses & distributions
- Benefits paid
- $2,471,070
- Administrative expenses
- $151,548
- Total expenses
- $2,699,975
- Net increase / (decrease)
- $2,844,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $74,216 | $0 | 2023 |
| James R Vannoy & Sons Construction | OTHER | $42,750 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $34,583 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for James R. Vannoy & Sons Construction Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Jefferson, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- James R Vannoy & Sons Construction — Schedule C compensation
- Raymond James & Associates Inc — Schedule C compensation