2023 Form 5500 filing — Vision Bank Savings Incentive 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 20241011160141NAL0011155539001) for Vision Bank Savings Incentive Plan, reported by Vision Bank under EIN 73-0120518 and plan number 003. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160141NAL0011155539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vision Bank
- EIN
- 73-0120518
- Plan number
- 003
- Location
- Ada, OK
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,792,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,792,519
- Employer contributions
- $795,215
- Participant contributions
- $1,027,854
- Total income / additions
- $4,590,497
- Benefits paid
- $1,231,496
- Administrative expenses
- $97,123
- Total expenses
- $1,328,619
- Net increase / (decrease)
- $3,261,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Insurance Services | INVESTMENT ADVISOR | $40,891 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $33,237 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $14,837 | not reported in the loaded dataset |
| Employee Benefits Group, LLC | CONTRACT ADMIN | $10,711 | not reported in the loaded dataset |