Plan5500

Van Ausdall & Farrar, Inc. Employee Benefit Trust — Form 5500 plan (Van Ausdall & Farrar, 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 Ausdall & Farrar, Inc. Employee Benefit Trust is a benefit plan reported by Van Ausdall & Farrar, Inc. under EIN 35-1067666 and plan number 501. The latest loaded filing year is 2023. The filing reports 70 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants70Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$71.4K5 Schedule C provider row(s)$71,444
Plan sponsor
Van Ausdall & Farrar, Inc.
EIN
35-1067666
Plan number
501
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    70 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$1.1M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$844.7K
Participant$286.3K
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$1,938

Income & contributions

Employer contributions
$844,662
Participant contributions
$286,259
Total contributions
$1,139,455
Total income / additions
$1,139,455

Expenses & distributions

Benefits paid
$1,076,120
Administrative expenses
$65,273
Total expenses
$1,141,393
Net increase / (decrease)
-$1,938
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 75%Participant 25%
Benefits paid ÷ total income94%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Adp, Inc.$33.5K
    RECORD KEEPER · Direct $33.5K · Indirect $0
  2. 2
    Shepherd Financial Invest.$24.2K
    INVESTMENT FINANCIAL ADVI · Direct $24.2K · Indirect $0
  3. 3
    Umr$13.8K
    CLAIMS PROCESSING · Direct $13.8K · Indirect $0
  4. 4
    Adp Broker Dealer$0
    RECORD KEEPER · Direct $0 · Indirect $0
  5. 5
    Td Ameritrade, Inc.$0
    SECURITES BROKER · Direct $0 · Indirect $0

Related Form 5500 pages