Vecellio Group, Inc. Retirement Savings Plan — Form 5500 plan (Vecellio Group, 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, Vecellio Group, Inc. Retirement Savings Plan is a benefit plan reported by Vecellio Group, Inc. under EIN 22-3884861 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,544 participants and $84,337,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vecellio Group, Inc.
- EIN
- 22-3884861
- Plan number
- 001
- Plan type
- 2
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 1,544
- End-of-year plan assets
- $84,337,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,544 | H, C | 20241008123455NAL0029832048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,337,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,337,332
- Net assets (BOY)
- $74,875,829
Income & contributions
- Employer contributions
- $2,085,668
- Participant contributions
- $6,290,735
- Total contributions
- $8,547,520
- Total income / additions
- $21,136,714
Expenses & distributions
- Benefits paid
- $11,469,411
- Administrative expenses
- $197,110
- Total expenses
- $11,675,211
- Net increase / (decrease)
- $9,461,503
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $134,055 | $0 | 2023 |
| Newport Group Consulting LLC | INVESTMENT ADVISOR | $48,666 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,589 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vecellio Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in West Palm Beach, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Newport Group Consulting LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation