2023 Form 5500 filing — Vision Mechanical, Inc. Employee Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240605122802NAL0042805970001) for Vision Mechanical, Inc. Employee Benefit Plan, reported by Vision Mechancial, Inc. under EIN 23-3041785 and plan number 501. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240605122802NAL0042805970001
Filing year
2023
Form type
2
Plan sponsor
Vision Mechancial, Inc.
EIN
23-3041785
Plan number
501
Location
West Reading, PA
Participants
28
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,308
Total liabilities (EOY)
$55,746
Net assets (EOY)
-$46,438
Employer contributions
$14,527
Participant contributions
$9,971
Total income / additions
$24,529
Benefits paid
$44,778
Administrative expenses
$186
Total expenses
$56,207
Net increase / (decrease)
-$31,678
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tompkins InsuranceBROKER$1,023not reported in the loaded dataset
The Benecon GroupBROKER$839not reported in the loaded dataset
Capital BluecrossADMIN$186not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$169not reported in the loaded dataset

Related Form 5500 pages