Plan5500

Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust — Form 5500 plan (Ver Halen, 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, Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust is a benefit plan reported by Ver Halen, Inc. under EIN 39-1373244 and plan number 002. The latest loaded filing year is 2023. The filing reports 197 participants and $20,064,131 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.1MPlan net assets, end of year$20,064,131
Participants197Covered participants reported
Assets / participant$101.8KComputed: assets ÷ participants$101,848 (computed)
Provider compensation$55.4K3 Schedule C provider row(s)$55,393
Plan sponsor
Ver Halen, Inc.
EIN
39-1373244
Plan number
002
Plan type
2
Location
Green Bay, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    197 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.

Reported balance (end of year)$20.1M total assets
Net assets$20.1MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$4.4M
Benefits paid / distributions$4.3M
Contributions
Employer$906.8K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$20,064,131
Total liabilities (EOY)
$0
Net assets (EOY)
$20,064,131
Net assets (BOY)
$19,099,150

Income & contributions

Employer contributions
$906,821
Participant contributions
$1,380,154
Total contributions
$2,286,975
Total income / additions
$5,403,847

Expenses & distributions

Benefits paid
$4,338,718
Administrative expenses
$55,393
Total expenses
$4,438,866
Net increase / (decrease)
$964,981
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 40%Participant 60%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income80%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Oneamerica Retirement Services LLC$40K
    NONE · Direct $40K
  2. 2
    Morgan Stanley Domestic Holdings$15.4K
    NONE · Direct $15.4K
  3. 3
    Matrix Trust Company$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust?
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust is reported as sponsored by Ver Halen, Inc. (EIN 39-1373244, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust?
The latest Form 5500 filing year loaded for Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust is 2023.
How many participants does Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust report?
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust reports 197 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust?
Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust reports $20,064,131 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages