2023 Form 5500 filing — The Vestcor Companies' 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 20240930111736NAL0003195603001) for The Vestcor Companies' Retirement Plan, reported by The Vestcor Companies, Inc. under EIN 59-2308106 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,285,549
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930111736NAL0003195603001
Plan sponsor
The Vestcor Companies, Inc.
EIN
59-2308106
Plan number
001
Location
Jacksonville, FL
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$25K
Benefits paid / distributions$20.9K
Contributions
Employer$161.5K
Participant$278K
Full reported line items
Total assets (EOY)
$6,285,549
Total liabilities (EOY)
$0
Net assets (EOY)
$6,285,549
Employer contributions
$161,513
Participant contributions
$278,038
Total income / additions
$1,520,807
Benefits paid
$20,908
Administrative expenses
$4,106
Total expenses
$25,014
Net increase / (decrease)
$1,495,793

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930111736NAL0003195603001 cover?
It is the 2023 Form 5500 filing for The Vestcor Companies' Retirement Plan, reported by The Vestcor Companies, Inc. (EIN 59-2308106).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages