2023 Form 5500 filing — Wisconsin Vision, Inc. 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 20241010165148NAL0020561121001) for Wisconsin Vision, Inc. 401(K) Profit Sharing Plan, reported by Wisconsin Vision, Inc. under EIN 39-1296491 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010165148NAL0020561121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wisconsin Vision, Inc.
- EIN
- 39-1296491
- Plan number
- 001
- Location
- New Berlin, WI
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,297,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,297,218
- Employer contributions
- $331,180
- Participant contributions
- $689,036
- Total income / additions
- $3,254,677
- Benefits paid
- $1,035,521
- Administrative expenses
- $70,320
- Total expenses
- $1,105,841
- Net increase / (decrease)
- $2,148,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $70,320 | $0 |
| Lpl Financial Corporation | INVESTMENT ADVISOR | $0 | $45,286 |
| Ppg Retirement Plan Services | TPA | $0 | $7,388 |