The Vanderweil Companies Savings Plan — Form 5500 plan (R.G. Vanderweil Engineers, Llp)
Plain-English plan 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, The Vanderweil Companies Savings Plan is a benefit plan reported by R.G. Vanderweil Engineers, Llp under EIN 04-2452980 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and $118,430,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.G. Vanderweil Engineers, Llp
- EIN
- 04-2452980
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 604
- End-of-year plan assets
- $118,430,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 604 | H, C | 20240828101144NAL0011716049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,430,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,430,412
- Net assets (BOY)
- $98,410,070
Income & contributions
- Employer contributions
- $1,845,908
- Participant contributions
- $4,497,885
- Total contributions
- $6,502,341
- Total income / additions
- $25,763,469
Expenses & distributions
- Benefits paid
- $5,596,719
- Administrative expenses
- $142,726
- Total expenses
- $5,743,127
- Net increase / (decrease)
- $20,020,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $76,726 | $0 | 2023 |
| Shepherd Financial Partners LLC | INVESTMENT ADVISOR | $47,500 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $18,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R.G. Vanderweil Engineers, Llp
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Shepherd Financial Partners LLC — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation