2023 Form 5500 filing — Vista Family Of Companies 401(K) Multiple Employer Plan And 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 20250115122138NAL0035610736001) for Vista Family Of Companies 401(K) Multiple Employer Plan And Profit-Sharing Plan, reported by Xojet Aviation, LLC under EIN 71-0994172 and plan number 001. It reports 2,284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115122138NAL0035610736001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xojet Aviation, LLC
- EIN
- 71-0994172
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 2,284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,547,821
- Total liabilities (EOY)
- $68,667
- Net assets (EOY)
- $109,479,154
- Employer contributions
- $10,948,058
- Participant contributions
- $18,694,403
- Total income / additions
- $49,340,222
- Benefits paid
- $19,727,180
- Administrative expenses
- $237,647
- Total expenses
- $19,971,502
- Net increase / (decrease)
- $29,368,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $142,128 | $0 |
| Newfront Retirement Services Inc | ADVISOR | $95,838 | not reported in the loaded dataset |