Plan5500

Visual Lease, LLC 401(K) Plan — Form 5500 plan (Visual Lease, 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, Visual Lease, LLC 401(K) Plan is a benefit plan reported by Visual Lease, LLC under EIN 22-3468118 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $17,174,722 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visual Lease, LLC
EIN
22-3468118
Plan number
001
Plan type
2
Location
Woodbridge, NJ
Latest filing year
2023
Participants
298
End-of-year plan assets
$17,174,722

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20240726051402NAL0025819504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,174,722
Total liabilities (EOY)
$0
Net assets (EOY)
$17,174,722
Net assets (BOY)
$13,063,855

Income & contributions

Employer contributions
$892,470
Participant contributions
$1,898,421
Total contributions
$2,963,259
Total income / additions
$5,106,050

Expenses & distributions

Benefits paid
$958,948
Administrative expenses
$32,318
Total expenses
$995,183
Net increase / (decrease)
$4,110,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$29,532$02023
Adp, Inc.RECORD KEEPER$2,827$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Mesirow Financial Investment ManageINVESTMENT/FINANCIAL ADVI$0$02023

Related Form 5500 pages