2023 Form 5500 filing — Qvi 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 20250915144145NAL0001224497001) for Qvi 401-K Plan, reported by Quality Vision International Inc. under EIN 16-0800781 and plan number 002. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$43.2MReported net assets$43,238,987
Participants411
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250915144145NAL0001224497001
- Plan sponsor
- Quality Vision International Inc.
- EIN
- 16-0800781
- Plan number
- 002
- Location
- Rochester, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$43.2M total assets
Net assets$43.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $43,238,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,238,987
- Employer contributions
- $2,519
- Participant contributions
- $1,934,112
- Total income / additions
- $10,468,588
- Benefits paid
- $3,941,175
- Administrative expenses
- -$13,692
- Total expenses
- $3,927,483
- Net increase / (decrease)
- $6,541,105
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | INVESTMENT ADVISORY | $21,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$37,367 | $0 |