2023 Form 5500 filing — Vision 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 20241015160306NAL0016827475006) for Vision 401(K) Plan, reported by 401(K) Administration Management Program, Inc. under EIN 85-4019239 and plan number 003. It reports 1,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160306NAL0016827475006
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- 401(K) Administration Management Program, Inc.
- EIN
- 85-4019239
- Plan number
- 003
- Location
- Houston, TX
- Participants
- 1,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,013,874
- Net assets (EOY)
- $56,013,874
- Employer contributions
- $1,832,047
- Participant contributions
- $5,741,030
- Total income / additions
- $12,836,885
- Benefits paid
- $3,552,712
- Administrative expenses
- $157,862
- Total expenses
- $3,752,391
- Net increase / (decrease)
- $9,084,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $57,949 | $0 |
| 401k Administration Management Prog | CONTRACT ADMIN | $43,544 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $34,559 | $0 |
| Nova401(K) Associates | CONTRACT ADMIN | $14,575 | $0 |
| One Digital Topco LLC | OTHER | $8,501 | $0 |