2023 Form 5500 filing — Verplank Family Holding Co. Profit-Sharing And 401(K) 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 20240912090632NAL0004962883001) for Verplank Family Holding Co. Profit-Sharing And 401(K) Plan, reported by Verplank Family Holding Company under EIN 38-3546912 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.7MReported net assets$8,686,793
Participants143
Provider compensation$48.2K3 Schedule C row(s)$48,239
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240912090632NAL0004962883001
Plan sponsor
Verplank Family Holding Company
EIN
38-3546912
Plan number
001
Location
Ferrysburg, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$442.8K
Benefits paid / distributions$411.8K
Contributions
Employer$563.4K
Participant$428K
Full reported line items
Total assets (EOY)
$8,686,793
Total liabilities (EOY)
$0
Net assets (EOY)
$8,686,793
Employer contributions
$563,428
Participant contributions
$427,987
Total income / additions
$2,266,091
Benefits paid
$411,757
Administrative expenses
$31,002
Total expenses
$442,759
Net increase / (decrease)
$1,823,332
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $31K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $17.2K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912090632NAL0004962883001 cover?
It is the 2023 Form 5500 filing for Verplank Family Holding Co. Profit-Sharing And 401(K) Plan, reported by Verplank Family Holding Company (EIN 38-3546912).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages