2023 Form 5500 filing — Vetter Stone Companies Employee Savings & Retirement 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 20240906141553NAL0001974016001) for Vetter Stone Companies Employee Savings & Retirement Plan, reported by Vetter Stone Company under EIN 41-0740459 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906141553NAL0001974016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vetter Stone Company
- EIN
- 41-0740459
- Plan number
- 001
- Location
- Mankato, MN
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,192,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,192,106
- Employer contributions
- $146,727
- Participant contributions
- $433,634
- Total income / additions
- $2,142,474
- Benefits paid
- $1,949,871
- Administrative expenses
- $55,380
- Total expenses
- $2,014,641
- Net increase / (decrease)
- $127,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $32,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | OTHER | $9,367 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,363 | not reported in the loaded dataset |
| Tsc 401k | CONTRACT ADMIN | $3,625 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $901 | not reported in the loaded dataset |