Visiting Nurse Association Of Florida, Inc. Defined Benefit Plan — 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. Defined Benefit Plan is a benefit plan reported by Visiting Nurse Association Of Florida, Inc. under EIN 59-1814769 and plan number 003. The latest loaded filing year is 2023. The filing reports 24 participants and $1,260,676 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
003
Plan type
2
Location
Stuart, FL
Latest filing year
2023
Participants
24
End-of-year plan assets
$1,260,676

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202324I, C20250428090215NAL0007941667001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,260,676
Total liabilities (EOY)
$0
Net assets (EOY)
$1,260,676
Net assets (BOY)
$2,009,954

Income & contributions

Employer contributions
$20,000
Participant contributions
$0
Total income / additions
$312,403

Expenses & distributions

Benefits paid
$1,047,321
Administrative expenses
$14,360
Total expenses
$1,061,681
Net increase / (decrease)
-$749,278

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Neuberger Berman, LLCINVESTMENT ADVISOR$14,360not reported in the loaded dataset2023

Related Form 5500 pages