Hanbury Evans Wright Vlattas + Company Profit Sharing Plan — Form 5500 plan (Hanbury Evans Wright Vlattas + 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, Hanbury Evans Wright Vlattas + Company Profit Sharing Plan is a benefit plan reported by Hanbury Evans Wright Vlattas + Company under EIN 54-1099578 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $23,555,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hanbury Evans Wright Vlattas + Company
- EIN
- 54-1099578
- Plan number
- 001
- Plan type
- 2
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $23,555,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20250422132411NAL0004337745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,555,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,555,967
- Net assets (BOY)
- $17,492,298
Income & contributions
- Employer contributions
- $254,964
- Participant contributions
- $1,637,555
- Total contributions
- $2,449,213
- Total income / additions
- $6,772,634
Expenses & distributions
- Benefits paid
- $628,766
- Administrative expenses
- $80,199
- Total expenses
- $708,965
- Net increase / (decrease)
- $6,063,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,199 | $0 | 2023 |
| Resource 1, Inc | INVESTMENT ADVISORY | $0 | $52,365 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |