Vaughan & Sons, Inc. 401(K) Retirement And Savings Plan — Form 5500 plan (Vaughan & Sons 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, Vaughan & Sons, Inc. 401(K) Retirement And Savings Plan is a benefit plan reported by Vaughan & Sons Inc under EIN 74-0963640 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $8,169,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vaughan & Sons Inc
- EIN
- 74-0963640
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $8,169,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250909162848NAL0034399328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,169,791
- Total liabilities (EOY)
- $525
- Net assets (EOY)
- $8,169,266
- Net assets (BOY)
- $7,301,290
Income & contributions
- Employer contributions
- $169,232
- Participant contributions
- $377,895
- Total contributions
- $547,127
- Total income / additions
- $1,710,526
Expenses & distributions
- Benefits paid
- $764,430
- Administrative expenses
- $78,120
- Total expenses
- $842,550
- Net increase / (decrease)
- $867,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| World Investment Advisors LLC | INVESTMENT ADVISOR | $31,369 | not reported in the loaded dataset | 2023 |
| Cota Street Investment Management | INVESTMENT MANAGEMENT | $24,774 | not reported in the loaded dataset | 2023 |
| Akin, Doherty, Klein & Feuge,P.C | OTHER | $10,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $8,056 | $0 | 2023 |
| Alliance Benefit Group Of Houston | CONTRACT ADMIN | $3,921 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vaughan & Sons Inc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- World Investment Advisors LLC — Schedule C compensation
- Cota Street Investment Management — Schedule C compensation
- Akin, Doherty, Klein & Feuge,P.C — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation