Visiting Nurse Association Of Florida, Inc Profit Sharing Plan & Trust — Form 5500 plan (Visiting Nurse Association Of Florida, 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, Visiting Nurse Association Of Florida, Inc Profit Sharing Plan & Trust is a benefit plan reported by Visiting Nurse Association Of Florida, Inc under EIN 59-1814769 and plan number 002. The latest loaded filing year is 2023. The filing reports 601 participants and $10,989,774 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visiting Nurse Association Of Florida, Inc
EIN
59-1814769
Plan number
002
Plan type
2
Location
Stuart, FL
Latest filing year
2023
Participants
601
End-of-year plan assets
$10,989,774

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023601H, C20250711092327NAL0004127571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,989,774
Total liabilities (EOY)
$0
Net assets (EOY)
$10,989,774
Net assets (BOY)
$9,281,900

Income & contributions

Employer contributions
$280,697
Participant contributions
$692,979
Total contributions
$1,053,333
Total income / additions
$3,256,994

Expenses & distributions

Benefits paid
$1,488,974
Administrative expenses
$60,146
Total expenses
$1,549,120
Net increase / (decrease)
$1,707,874

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchRIA$33,382$02023
John Hancock Life Insurance CoRECORDKEEPER INFO MGMT$1,034not reported in the loaded dataset2023
Pension Investorsnot reported in the loaded dataset$350not reported in the loaded dataset2023

Related Form 5500 pages