2023 Form 5500 filing — Vision Retirement 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 20241015132422NAL0014712227001) for Vision Retirement Plan, reported by Centraarchy Restaurant Management Corp under EIN 58-1535544 and plan number 001. It reports 1,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132422NAL0014712227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centraarchy Restaurant Management Corp
- EIN
- 58-1535544
- Plan number
- 001
- Location
- Charleston, SC
- Participants
- 1,030
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,936,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,936,430
- Employer contributions
- $162,568
- Participant contributions
- $581,387
- Total income / additions
- $2,762,914
- Benefits paid
- $1,112,911
- Administrative expenses
- $23,390
- Total expenses
- $1,138,375
- Net increase / (decrease)
- $1,624,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Securities LLC | INVESTMENT ADVISOR | $32,960 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $17,733 | $0 |
| Futureplan By Ascensus | CONTRACT ADMIN | $7,099 | not reported in the loaded dataset |
| Ascensus Inc | TPA | $0 | $5,493 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $432 | not reported in the loaded dataset |