Vision33, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Vision33, Inc. (EIN 98-0417630) is a plan sponsor located in Irvine, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
98-0417630
Location
Irvine, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,326,189
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,326,189

Contributions & income

Employer contributions
$297,654
Participant contributions
$1,077,256
Total income / additions
$3,093,539

Expenses & distributions

Benefits paid / distributions
$1,030,201
Total expenses
$1,081,862
Net increase / (decrease)
$2,011,677

Coverage

Total reported participants
261
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Vision33, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Vision33 401k Plan001143$11,326,1892023
Vision33, Inc. Health And Welfare Plan501118not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Vision33, Inc.
YearPlanParticipantsSchedulesFiling
2023Vision33 401k Plan143H, C20240823124033NAL0011201776001
2023Vision33, Inc. Health And Welfare Plan11820251023090303NAL0006427266001

Related Form 5500 pages