2023 Form 5500 filing — Vengroff Williams, Inc. 401(K) 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 20250424163648NAL0004356723001) for Vengroff Williams, Inc. 401(K) Profit Sharing Plan, reported by Vengroff Williams, Inc. under EIN 45-2973113 and plan number 001. It reports 394 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)$6MReported net assets$5,994,792
Participants394
Provider compensation$58.3K4 Schedule C row(s)$58,266
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250424163648NAL0004356723001
- Plan sponsor
- Vengroff Williams, Inc.
- EIN
- 45-2973113
- Plan number
- 001
- Location
- Sarasota, FL
- Received date
- not reported in the loaded dataset
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)$6M total assets
Net assets$6MLiabilities$68
Full reported line items
- Total assets (EOY)
- $5,994,860
- Total liabilities (EOY)
- $68
- Net assets (EOY)
- $5,994,792
- Employer contributions
- $45,000
- Participant contributions
- $634,540
- Total income / additions
- $1,660,703
- Benefits paid
- $1,065,647
- Administrative expenses
- $64,836
- Total expenses
- $1,147,633
- Net increase / (decrease)
- $513,070
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co.Of Ame | RECORDKEEPER | $22,875 | $0 |
| Bates & Company Inc. | CONTRACT ADMIN | $11,488 | $5,604 |
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $13,823 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,476 | $0 |