2023 Form 5500 filing — Vista Care Employees 401(K) 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 20241009151436NAL0019510577001) for Vista Care Employees 401(K) Plan, reported by Vista Care Wisconsin, Inc. under EIN 39-1833091 and plan number 001. It reports 643 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151436NAL0019510577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vista Care Wisconsin, Inc.
- EIN
- 39-1833091
- Plan number
- 001
- Location
- Sheboygan, WI
- Participants
- 643
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,151,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,151,301
- Employer contributions
- $232,115
- Participant contributions
- $446,645
- Total income / additions
- $1,388,303
- Benefits paid
- $278,052
- Administrative expenses
- $27,756
- Total expenses
- $340,805
- Net increase / (decrease)
- $1,047,498
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $14,277 | $0 |
| Park Capital Managment LLC | INVESTMENT ADVISOR | $10,015 | $0 |
| National Administration Inc | CONTRACT ADMIN | $1,080 | $1,374 |
| Definiti LLC | CONTRACT ADMIN | $1,145 | $1,129 |
| Empower Advisory Group, LLC | INVESTMETN MGMT | $2,000 | $0 |