2023 Form 5500 filing — Vaughn Industries, LLC 401k 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 20240719105039NAL0003843043001) for Vaughn Industries, LLC 401k Profit Sharing Plan, reported by Vaughn Industries, LLC under EIN 36-4381623 and plan number 002. It reports 833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719105039NAL0003843043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vaughn Industries, LLC
- EIN
- 36-4381623
- Plan number
- 002
- Location
- Carey, OH
- Participants
- 833
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,501,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,501,908
- Employer contributions
- $5,177,168
- Participant contributions
- $3,906,342
- Total income / additions
- $19,875,463
- Benefits paid
- $5,014,740
- Administrative expenses
- $193,685
- Total expenses
- $5,212,177
- Net increase / (decrease)
- $14,663,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $181,129 | $0 |
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $84,328 |
| Bhm Cpa Group, Inc. | SERVICE PROVIDER | $11,700 | not reported in the loaded dataset |