2023 Form 5500 filing — Von Maur 401(K) 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 20240926155429NAL0001018305001) for Von Maur 401(K) Retirement Plan, reported by Von Maur, Inc. under EIN 42-0465860 and plan number 001. It reports 3,185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926155429NAL0001018305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Von Maur, Inc.
- EIN
- 42-0465860
- Plan number
- 001
- Location
- Davenport, IA
- Participants
- 3,185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,639,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,639,799
- Employer contributions
- $1,695,991
- Participant contributions
- $5,437,145
- Total income / additions
- $22,336,143
- Benefits paid
- $8,034,077
- Administrative expenses
- $247,307
- Total expenses
- $8,285,608
- Net increase / (decrease)
- $14,050,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $222,777 | $0 |
| Rsm Us Llp | ACCOUNTANT | $14,577 | not reported in the loaded dataset |
| Investment Consulting | INVESTMENT ADVISORY | $9,953 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |