Vaughan & Bushnell Employees' Profit Sharing Plan — Form 5500 plan (Vaughan & Bushnell Manufacturing Company)

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, Vaughan & Bushnell Employees' Profit Sharing Plan is a benefit plan reported by Vaughan & Bushnell Manufacturing Company under EIN 36-1908970 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $9,804,196 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.8MPlan net assets, end of year$9,804,196
Participants238Covered participants reported
Assets / participant$41.2KComputed: assets ÷ participants$41,194 (computed)
Provider compensation$47.2K3 Schedule C provider row(s)$47,197
Plan sponsor
Vaughan & Bushnell Manufacturing Company
EIN
36-1908970
Plan number
001
Plan type
2
Location
Woodstock, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241226151541NAL0006659683001
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.

Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$526.3K
Benefits paid / distributions$476.8K
Contributions
EmployerNot reported
Participant$512.5K
Full reported line items

Net assets

Total assets (EOY)
$9,804,196
Total liabilities (EOY)
$0
Net assets (EOY)
$9,804,196
Net assets (BOY)
$8,424,382

Income & contributions

Participant contributions
$512,462
Total contributions
$518,429
Total income / additions
$1,906,089

Expenses & distributions

Benefits paid
$476,838
Administrative expenses
$47,197
Total expenses
$526,275
Net increase / (decrease)
$1,379,814
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.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$30,023not reported in the loaded dataset2023
Fiducient Advisors LLCNONE$17,174not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages