Plan5500

Von Maur 401(K) Retirement Plan — Form 5500 plan (Von Maur, 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, Von Maur 401(K) Retirement Plan is a benefit plan reported by Von Maur, Inc. under EIN 42-0465860 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,185 participants and $99,639,799 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Von Maur, Inc.
EIN
42-0465860
Plan number
001
Plan type
2
Location
Davenport, IA
Latest filing year
2023
Participants
3,185
End-of-year plan assets
$99,639,799

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,185H, C20240926155429NAL0001018305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,639,799
Total liabilities (EOY)
$0
Net assets (EOY)
$99,639,799
Net assets (BOY)
$85,589,264

Income & contributions

Employer contributions
$1,695,991
Participant contributions
$5,437,145
Total contributions
$7,467,374
Total income / additions
$22,336,143

Expenses & distributions

Benefits paid
$8,034,077
Administrative expenses
$247,307
Total expenses
$8,285,608
Net increase / (decrease)
$14,050,535

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$222,777$02023
Rsm Us LlpACCOUNTANT$14,577not reported in the loaded dataset2023
Investment ConsultingINVESTMENT ADVISORY$9,953not reported in the loaded dataset2023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages