Vermeer Southeast Sales & Services, Inc. Employee'S Profit Sharing Plan — Form 5500 plan (Vermeer Southeast Sales And Services, 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, Vermeer Southeast Sales & Services, Inc. Employee'S Profit Sharing Plan is a benefit plan reported by Vermeer Southeast Sales And Services, Inc. under EIN 59-1156297 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $28,474,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vermeer Southeast Sales And Services, Inc.
- EIN
- 59-1156297
- Plan number
- 001
- Plan type
- 2
- Location
- Ocoee, FL
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $28,474,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20241015141744NAL0014815603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,474,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,474,323
- Net assets (BOY)
- $23,276,243
Income & contributions
- Employer contributions
- $627,347
- Participant contributions
- $1,353,884
- Total contributions
- $2,045,077
- Total income / additions
- $6,016,438
Expenses & distributions
- Benefits paid
- $672,208
- Administrative expenses
- $111,677
- Total expenses
- $818,358
- Net increase / (decrease)
- $5,198,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advus Financial Partners, LLC | ADVISOR | $57,241 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $33,901 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $10,061 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vermeer Southeast Sales And Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ocoee, FL
- Advus Financial Partners, LLC — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation