Visionary Integration Professionals, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Visionary Integration Professionals, LLC)
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, Visionary Integration Professionals, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Visionary Integration Professionals, LLC under EIN 20-2969301 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $32,567,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Visionary Integration Professionals, LLC
- EIN
- 20-2969301
- Plan number
- 001
- Plan type
- 2
- Location
- Folsom, CA
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $32,567,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20240924173647NAL0007643939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,567,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,567,277
- Net assets (BOY)
- $27,856,166
Income & contributions
- Employer contributions
- $206,130
- Participant contributions
- $1,588,375
- Total contributions
- $1,928,137
- Total income / additions
- $6,979,528
Expenses & distributions
- Benefits paid
- $2,178,458
- Administrative expenses
- $89,959
- Total expenses
- $2,268,417
- Net increase / (decrease)
- $4,711,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $44,009 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,750 | $0 | 2023 |
| Mann Urrutia Nelson Cpa & Associate | OTHER | $12,200 | not reported in the loaded dataset | 2023 |
| Crowe Horwath Llp | AUDITOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Visionary Integration Professionals, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Folsom, CA
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Mann Urrutia Nelson Cpa & Associate — Schedule C compensation
- Crowe Horwath Llp — Schedule C compensation