2023 Form 5500 filing — Vision Point Systems Retirement 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 20240813151106NAL0018239232001) for Vision Point Systems Retirement Plan, reported by Vision Point Systems, Inc. under EIN 30-0121317 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813151106NAL0018239232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vision Point Systems, Inc.
- EIN
- 30-0121317
- Plan number
- 001
- Location
- Fairfax, VA
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,480,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,480,896
- Employer contributions
- $419,677
- Participant contributions
- $750,473
- Total income / additions
- $2,562,080
- Benefits paid
- $929,417
- Administrative expenses
- $63,710
- Total expenses
- $993,127
- Net increase / (decrease)
- $1,568,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Fas | INVESTMENT ADVISORY | $0 | $12,699 |
| Merrill Lynch - Eps | INVESTMENT ADVISORY | $0 | $12,699 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,493 | $0 |