Vredevoogd Heating & Cooling 401(K) Plan — Form 5500 plan (Vredevoogd Heating & Cooling)
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, Vredevoogd Heating & Cooling 401(K) Plan is a benefit plan reported by Vredevoogd Heating & Cooling under EIN 84-2436212 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $8,386,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vredevoogd Heating & Cooling
- EIN
- 84-2436212
- Plan number
- 001
- Plan type
- 2
- Location
- Grandville, MI
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $8,386,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241117211956NAL0000783857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,386,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,386,642
- Net assets (BOY)
- $5,914,813
Income & contributions
- Employer contributions
- $381,872
- Participant contributions
- $809,234
- Total contributions
- $1,204,025
- Total income / additions
- $2,561,022
Expenses & distributions
- Benefits paid
- $85,532
- Administrative expenses
- $3,521
- Total expenses
- $89,193
- Net increase / (decrease)
- $2,471,829
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $3,520 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | ADVISOR | $0 | $0 | 2023 |