2023 Form 5500 filing — Handicap Village D/B/A One Vision 401(K) Retirement Savings 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 20240819083448NAL0002873282001) for Handicap Village D/B/A One Vision 401(K) Retirement Savings Plan, reported by Handicap Village Dba One Vision under EIN 42-0953968 and plan number 001. It reports 443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819083448NAL0002873282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Handicap Village Dba One Vision
- EIN
- 42-0953968
- Plan number
- 001
- Location
- Clear Lake, IA
- Participants
- 443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,392,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,392,075
- Employer contributions
- $240,569
- Participant contributions
- $480,362
- Total income / additions
- $2,040,036
- Benefits paid
- $1,211,336
- Administrative expenses
- $55,383
- Total expenses
- $1,270,492
- Net increase / (decrease)
- $769,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,382 | $0 |
| Visionpoint Advisory Group | INVESTMENT ADVISORY | $0 | $17,926 |