2023 Form 5500 filing — Hanbury Evans Wright Vlattas + Company Profit Sharing 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 20250422132411NAL0004337745001) for Hanbury Evans Wright Vlattas + Company Profit Sharing Plan, reported by Hanbury Evans Wright Vlattas + Company under EIN 54-1099578 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250422132411NAL0004337745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hanbury Evans Wright Vlattas + Company
- EIN
- 54-1099578
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,555,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,555,967
- Employer contributions
- $254,964
- Participant contributions
- $1,637,555
- Total income / additions
- $6,772,634
- Benefits paid
- $628,766
- Administrative expenses
- $80,199
- Total expenses
- $708,965
- Net increase / (decrease)
- $6,063,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,199 | $0 |
| Resource 1, Inc | INVESTMENT ADVISORY | $0 | $52,365 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |