Van Beurden Insurance Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Van Beurden Insurance Services, 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, Van Beurden Insurance Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Van Beurden Insurance Services, Inc. under EIN 94-1681804 and plan number 002. The latest loaded filing year is 2023. The filing reports 117 participants and $16,438,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van Beurden Insurance Services, Inc.
- EIN
- 94-1681804
- Plan number
- 002
- Plan type
- 2
- Location
- Kingsburg, CA
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $16,438,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20240614091928NAL0016824211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,438,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,438,305
- Net assets (BOY)
- $15,079,387
Income & contributions
- Employer contributions
- $56,101
- Participant contributions
- $319,407
- Total contributions
- $404,352
- Total income / additions
- $2,836,102
Expenses & distributions
- Benefits paid
- $1,396,323
- Administrative expenses
- $80,861
- Total expenses
- $1,477,184
- Net increase / (decrease)
- $1,358,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,860 | $0 | 2023 |
| Purshe Kaplan Sterling Investments | OTHER SERVICES | $0 | $33,681 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Van Beurden Insurance Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Kingsburg, CA
- Principal Life Insurance Company — Schedule C compensation
- Purshe Kaplan Sterling Investments — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation