Original filing (PDF)20250418092226NAL0001334707001

WARD & VANSCOY, INC.

Name: WARD & VANSCOY, INC. — WARD & VANSCOY, INC. CORPORATE PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: WARD & VANSCOY, INC.

Form 5500-SF

FILING_RECEIVED

WARD & VANSCOY, INC. CORPORATE PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARD & VANSCOY, INC..

Plan sponsor

Name

WARD & VANSCOY, INC.

EIN

15-0523477

Address

162 NORTH AVENUE · POST OFFICE BOX 359 · OWEGO, NY · 138270359

Phone

(607) 687-2712

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-04-18

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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