Vanness & Vanness, P.A. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Vanness & Vanness, P.A.
  • Sponsor EIN: 593084577
  • Sponsor Address: 1205 N. MEETING TREE BLVD., CRYSTAL RIVER, FL, 34429
  • Plan Type: DB
  • Total Participants: 5
  • Total Assets: $4.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$4.8M$500,000$0
20235$3.8M$600,000$0
20226$2.7M$280,000$0

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