2023 Form 5500 filing — Viessman Group Employees 401(K) And Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718113328NAL0005701409001) for Viessman Group Employees 401(K) And Profit Sharing Plan, reported by Cliff Viessman, Inc. under EIN 92-0178875 and plan number 002. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718113328NAL0005701409001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cliff Viessman, Inc.
- EIN
- 92-0178875
- Plan number
- 002
- Location
- Gary, SD
- Participants
- 517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,460,876
- Net assets (EOY)
- $16,460,876
- Employer contributions
- $745,455
- Participant contributions
- $675,621
- Total income / additions
- $3,837,546
- Benefits paid
- $2,054,180
- Administrative expenses
- $65,817
- Total expenses
- $2,120,156
- Net increase / (decrease)
- $1,717,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $30,528 | not reported in the loaded dataset |
| Retirement, LLC | CONTRACT ADMINISTRATOR | $16,670 | not reported in the loaded dataset |
| Definiti, LLC | CONTRACT ADMINISTRATOR | $13,079 | not reported in the loaded dataset |
| Lawrence Cumpston & Associates | AUDITOR | $12,740 | not reported in the loaded dataset |