2023 Form 5500 filing — Visionquest National, Ltd. Ee 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 20250407141915NAL0016372097001) for Visionquest National, Ltd. Ee 401(K) Plan, reported by Visonquest National, Ltd. under EIN 86-0278038 and plan number 001. It reports 660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407141915NAL0016372097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visonquest National, Ltd.
- EIN
- 86-0278038
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,305,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,305,404
- Employer contributions
- $344,031
- Participant contributions
- $1,084,041
- Total income / additions
- $3,237,186
- Benefits paid
- $976,762
- Administrative expenses
- $108,890
- Total expenses
- $1,085,663
- Net increase / (decrease)
- $2,151,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY PLAN SPONSOR | $64,252 | $0 |
| Commonwealth Equity Services, Inc. | RETAINED BY PLAN SPONSOR | $22,548 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | RETAINED BY PLAN SPONSOR | $22,090 | not reported in the loaded dataset |