Vision Hospitality Group 401(K) Plan — Form 5500 plan (Vision Hospitality Group, Inc.)

Plain-English plan 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, Vision Hospitality Group 401(K) Plan is a benefit plan reported by Vision Hospitality Group, Inc. under EIN 14-1912384 and plan number 001. The latest loaded filing year is 2023. The filing reports 705 participants and $3,106,365 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vision Hospitality Group, Inc.
EIN
14-1912384
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
705
End-of-year plan assets
$3,106,365

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023705H, C20241015155527NAL0016812083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,106,365
Total liabilities (EOY)
$38,165
Net assets (EOY)
$3,068,200
Net assets (BOY)
$2,390,167

Income & contributions

Employer contributions
$80,301
Participant contributions
$468,719
Total contributions
$565,044
Total income / additions
$982,664

Expenses & distributions

Benefits paid
$228,544
Administrative expenses
$38,646
Total expenses
$304,631
Net increase / (decrease)
$678,033

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$1,101$02023
Relation Insurance ServicesTPA$550$02023

Related Form 5500 pages