Vance Brothers, Inc. Retirement Plan — Form 5500 plan (Vance Brothers, 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, Vance Brothers, Inc. Retirement Plan is a benefit plan reported by Vance Brothers, Inc. under EIN 44-0577983 and plan number 002. The latest loaded filing year is 2023. The filing reports 467 participants and $18,264,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vance Brothers, Inc.
EIN
44-0577983
Plan number
002
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
467
End-of-year plan assets
$18,264,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023467H, C20240802083041NAL0040468512001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,264,814
Net assets (EOY)
$18,264,814
Net assets (BOY)
$15,718,331

Income & contributions

Employer contributions
$672,915
Participant contributions
$1,106,751
Total contributions
$2,098,326
Total income / additions
$4,529,007

Expenses & distributions

Benefits paid
$1,883,804
Administrative expenses
$70,736
Total expenses
$1,982,524
Net increase / (decrease)
$2,546,483

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$48,035$02023
Two West Capital Advisors LLCINVESTMENT ADVISOR$22,701not reported in the loaded dataset2023

Related Form 5500 pages