Plan Ledger DOL Form 5500 · updated monthly

Vengroff, Williams & Associates, Inc.ESOP

VENGROFF, WILLIAMS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · SARASOTA, FL · plan year 2023

Plan assets · 2023
$289K

Vengroff, Williams & Associates, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $288,891 across 609 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,554th of 3,644), and 11,504th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$288,891
Participants with balances609
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$474
Plan auditUnmodified (clean) audit opinion
AuditorCERINI & ASSOCIATES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$289K · 609 accts
2022$289K · 609 accts
Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 650945867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.