2023 Form 5500 filing — Visionary Integration Professionals, LLC 401(K) Profit Sharing 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 20240924173647NAL0007643939001) for Visionary Integration Professionals, LLC 401(K) Profit Sharing Plan, reported by Visionary Integration Professionals, LLC under EIN 20-2969301 and plan number 001. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924173647NAL0007643939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visionary Integration Professionals, LLC
- EIN
- 20-2969301
- Plan number
- 001
- Location
- Folsom, CA
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,567,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,567,277
- Employer contributions
- $206,130
- Participant contributions
- $1,588,375
- Total income / additions
- $6,979,528
- Benefits paid
- $2,178,458
- Administrative expenses
- $89,959
- Total expenses
- $2,268,417
- Net increase / (decrease)
- $4,711,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $44,009 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,750 | $0 |
| Mann Urrutia Nelson Cpa & Associate | OTHER | $12,200 | not reported in the loaded dataset |
| Crowe Horwath Llp | AUDITOR | $5,000 | not reported in the loaded dataset |