Plan5500

Heyl, Royster, Voelker & Allen P. C. Profit Sharing And 401(K) Plan — Form 5500 plan (Heyl, Royster, Voelker & Allen P.C.)

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, Heyl, Royster, Voelker & Allen P. C. Profit Sharing And 401(K) Plan is a benefit plan reported by Heyl, Royster, Voelker & Allen P.C. under EIN 37-0947290 and plan number 002. The latest loaded filing year is 2023. The filing reports 414 participants and $71,291,416 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heyl, Royster, Voelker & Allen P.C.
EIN
37-0947290
Plan number
002
Plan type
2
Location
Peoria, IL
Latest filing year
2023
Participants
414
End-of-year plan assets
$71,291,416

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023414H, C20241007114055NAL0008835763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,291,416
Total liabilities (EOY)
$0
Net assets (EOY)
$71,291,416
Net assets (BOY)
$66,237,092

Income & contributions

Employer contributions
$1,214,894
Participant contributions
$2,185,562
Total contributions
$4,190,033
Total income / additions
$14,953,358

Expenses & distributions

Benefits paid
$9,798,119
Administrative expenses
$100,915
Total expenses
$9,899,034
Net increase / (decrease)
$5,054,324

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$33,654$02023
Charles Schwab & Co., Inc.NONE$20,055$02023
Clifton Larson Allen LlpNONE$19,005not reported in the loaded dataset2023

Related Form 5500 pages