Vertilux Ltd Usa 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Vertilux Limited)
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, Vertilux Ltd Usa 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Vertilux Limited under EIN 65-0540437 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $3,778,756 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.8MPlan net assets, end of year$3,778,756
Participants137Covered participants reported
Assets / participant$27.6KComputed: assets ÷ participants$27,582 (computed)
Provider compensation$20.7K3 Schedule C provider row(s)$20,717
- Plan sponsor
- Vertilux Limited
- EIN
- 65-0540437
- Plan number
- 001
- Plan type
- 2
- Location
- Medley, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20240912145759NAL0017454914001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,778,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,778,756
- Net assets (BOY)
- $3,217,505
Income & contributions
- Employer contributions
- $115,301
- Participant contributions
- $299,441
- Total contributions
- $414,742
- Total income / additions
- $908,621
Expenses & distributions
- Benefits paid
- $329,508
- Administrative expenses
- $7,979
- Total expenses
- $347,370
- Net increase / (decrease)
- $561,251
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $7,839 | 2023 |
| Financial Designs Wealth Management | SERVICE PROVIDER | $0 | $7,839 | 2023 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $5,039 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vertilux Limited
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Medley, FL
- Raymond James Financial Services — Schedule C compensation
- Financial Designs Wealth Management — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation