Vernis & Bowling 401(K) Plan — Form 5500 plan (Vernis & Bowling Of Miami, P.A.)
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, Vernis & Bowling 401(K) Plan is a benefit plan reported by Vernis & Bowling Of Miami, P.A. under EIN 65-0299372 and plan number 001. The latest loaded filing year is 2023. The filing reports 647 participants and $20,221,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vernis & Bowling Of Miami, P.A.
- EIN
- 65-0299372
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 647
- End-of-year plan assets
- $20,221,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 647 | H, C | 20240924094924NAL0007330931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,221,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,221,402
- Net assets (BOY)
- $16,475,475
Income & contributions
- Employer contributions
- $186,457
- Participant contributions
- $1,483,746
- Total contributions
- $1,796,327
- Total income / additions
- $4,818,183
Expenses & distributions
- Benefits paid
- $969,779
- Administrative expenses
- $99,919
- Total expenses
- $1,072,256
- Net increase / (decrease)
- $3,745,927
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $73,735 | $0 | 2023 |
| Ameriprise Financial Services, LLC | BROKER/ ADVISER | $0 | $29,837 | 2023 |
| Pension Services, Inc. | CONTRACT ADMIN | $3,300 | $10,000 | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $12,646 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $11,253 | not reported in the loaded dataset | 2023 |
| Ameriprise Fi Inc Dba Columbia Mgmt | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vernis & Bowling Of Miami, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Ameriprise Financial Services, LLC — Schedule C compensation
- Pension Services, Inc. — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ameriprise Fi Inc Dba Columbia Mgmt — Schedule C compensation