2023 Form 5500 filing — Vision H.R. 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 20240927113053NAL0001030563001) for Vision H.R. Retirement Savings Plan, reported by Vision Hr Ii, Inc under EIN 59-3507322 and plan number 333. It reports 737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927113053NAL0001030563001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vision Hr Ii, Inc
- EIN
- 59-3507322
- Plan number
- 333
- Location
- Daytona Beach, FL
- Participants
- 737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,443,814
- Total liabilities (EOY)
- $7,334
- Net assets (EOY)
- $25,436,480
- Employer contributions
- $717,906
- Participant contributions
- $1,598,066
- Total income / additions
- $6,154,465
- Benefits paid
- $2,742,475
- Administrative expenses
- $198,105
- Total expenses
- $2,940,580
- Net increase / (decrease)
- $3,213,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $115,048 | not reported in the loaded dataset |
| Bks Retirement Services | NONE | $60,174 | not reported in the loaded dataset |
| Martin & Associates Pl | NONE | $13,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $5,476 | $0 |