Vormittag Associates Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Vormittag Associates Inc)
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, Vormittag Associates Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Vormittag Associates Inc under EIN 11-2532460 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $32,408,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vormittag Associates Inc
- EIN
- 11-2532460
- Plan number
- 001
- Plan type
- 2
- Location
- Ronkonkoma, NY
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $32,408,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241015102631NAL0028057201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,408,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,408,336
- Net assets (BOY)
- $27,143,914
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,001,065
- Total contributions
- $2,033,955
- Total income / additions
- $6,566,512
Expenses & distributions
- Benefits paid
- $1,211,157
- Administrative expenses
- $90,933
- Total expenses
- $1,302,090
- Net increase / (decrease)
- $5,264,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $38,908 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $37,434 | not reported in the loaded dataset | 2023 |
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $12,865 | not reported in the loaded dataset | 2023 |