2023 Form 5500 filing — Vira Insight, LLC 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 20250325182621NAL0014644433001) for Vira Insight, LLC 401(K) Plan, reported by Vira Insight, LLC under EIN 95-4564717 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325182621NAL0014644433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vira Insight, LLC
- EIN
- 95-4564717
- Plan number
- 001
- Location
- Lewisville, TX
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,885,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,885,561
- Employer contributions
- $286,192
- Participant contributions
- $650,973
- Total income / additions
- $2,553,742
- Benefits paid
- $242,834
- Administrative expenses
- $55,296
- Total expenses
- $301,043
- Net increase / (decrease)
- $2,252,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,428 | $0 |
| Beacon Pointe Advisors, LLC. | INVESTMENT ADVISORY | $14,626 | $3 |
| Benchmark Private Wealth Management | INVESTMENT ADVISORY | $8,242 | $15 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |