Viessman Group Employees 401(K) And Profit Sharing Plan — Form 5500 plan (Cliff Viessman, 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, Viessman Group Employees 401(K) And Profit Sharing Plan is a benefit plan reported by Cliff Viessman, Inc. under EIN 92-0178875 and plan number 002. The latest loaded filing year is 2023. The filing reports 517 participants and $16,460,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cliff Viessman, Inc.
- EIN
- 92-0178875
- Plan number
- 002
- Plan type
- 3
- Location
- Gary, SD
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $16,460,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20240718113328NAL0005701409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,460,876
- Net assets (EOY)
- $16,460,876
- Net assets (BOY)
- $14,743,486
Income & contributions
- Employer contributions
- $745,455
- Participant contributions
- $675,621
- Total contributions
- $1,421,076
- Total income / additions
- $3,837,546
Expenses & distributions
- Benefits paid
- $2,054,180
- Administrative expenses
- $65,817
- Total expenses
- $2,120,156
- Net increase / (decrease)
- $1,717,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $30,528 | not reported in the loaded dataset | 2023 |
| Retirement, LLC | CONTRACT ADMINISTRATOR | $16,670 | not reported in the loaded dataset | 2023 |
| Definiti, LLC | CONTRACT ADMINISTRATOR | $13,079 | not reported in the loaded dataset | 2023 |
| Lawrence Cumpston & Associates | AUDITOR | $12,740 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cliff Viessman, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Gary, SD
- Edward Jones — Schedule C compensation
- Retirement, LLC — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- Lawrence Cumpston & Associates — Schedule C compensation