Van Zyverden, Inc. 401(K) Retirement Plan — Form 5500 plan (Van Zyverden, 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, Van Zyverden, Inc. 401(K) Retirement Plan is a benefit plan reported by Van Zyverden, Inc. under EIN 22-1603775 and plan number 002. The latest loaded filing year is 2023. The filing reports 451 participants and $16,019,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van Zyverden, Inc.
- EIN
- 22-1603775
- Plan number
- 002
- Plan type
- 2
- Location
- Meridian, MS
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $16,019,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20241014075733NAL0026783425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,019,295
- Total liabilities (EOY)
- $13,417
- Net assets (EOY)
- $16,005,878
- Net assets (BOY)
- $13,949,496
Income & contributions
- Employer contributions
- $309,844
- Participant contributions
- $532,407
- Total contributions
- $854,031
- Total income / additions
- $3,404,010
Expenses & distributions
- Benefits paid
- $1,280,330
- Administrative expenses
- $67,298
- Total expenses
- $1,347,628
- Net increase / (decrease)
- $2,056,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| B. Riley Wealth Management, Inc. | RI/IA | $34,661 | $0 | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $6,459 | $0 | 2023 |
| B. Riley Wealth Advisors, Inc. | RIA | $3,330 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Van Zyverden, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Meridian, MS
- B. Riley Wealth Management, Inc. — Schedule C compensation
- John Hancock Life Insurance Co — Schedule C compensation
- B. Riley Wealth Advisors, Inc. — Schedule C compensation