2023 Form 5500 filing — Vistage Worldwide, Inc. 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 20241014203947NAL0015528051001) for Vistage Worldwide, Inc. 401(K) Plan, reported by Vistage Worldwide, Inc. under EIN 95-4666411 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014203947NAL0015528051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vistage Worldwide, Inc.
- EIN
- 95-4666411
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,605,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,605,143
- Employer contributions
- $716,439
- Participant contributions
- $2,141,384
- Total income / additions
- $7,166,344
- Benefits paid
- $1,677,353
- Administrative expenses
- $40,395
- Total expenses
- $1,717,748
- Net increase / (decrease)
- $5,448,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One Digital Topco LLC Dba Resources | OTHER | $40,000 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $395 | $0 |