2023 Form 5500 filing — Van Zyverden, Inc. 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 20241014075733NAL0026783425001) for Van Zyverden, Inc. 401(K) Retirement Plan, reported by Van Zyverden, Inc. under EIN 22-1603775 and plan number 002. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075733NAL0026783425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Van Zyverden, Inc.
- EIN
- 22-1603775
- Plan number
- 002
- Location
- Meridian, MS
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,019,295
- Total liabilities (EOY)
- $13,417
- Net assets (EOY)
- $16,005,878
- Employer contributions
- $309,844
- Participant contributions
- $532,407
- Total income / additions
- $3,404,010
- Benefits paid
- $1,280,330
- Administrative expenses
- $67,298
- Total expenses
- $1,347,628
- Net increase / (decrease)
- $2,056,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| B. Riley Wealth Management, Inc. | RI/IA | $34,661 | $0 |
| John Hancock Life Insurance Co | RECORDKEEPER | $6,459 | $0 |
| B. Riley Wealth Advisors, Inc. | RIA | $3,330 | $0 |