Vista School 401(K) P/S Plan — Form 5500 plan (The Vista School)
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, Vista School 401(K) P/S Plan is a benefit plan reported by The Vista School under EIN 25-1865368 and plan number 001. The latest loaded filing year is 2023. The filing reports 517 participants and $6,276,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Vista School
- EIN
- 25-1865368
- Plan number
- 001
- Plan type
- 2
- Location
- Hershey, PA
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $6,276,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20241011171913NAL0022423649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,276,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,276,601
- Net assets (BOY)
- $5,141,592
Income & contributions
- Employer contributions
- $318,386
- Participant contributions
- $729,304
- Total contributions
- $1,076,632
- Total income / additions
- $1,984,801
Expenses & distributions
- Benefits paid
- $827,148
- Administrative expenses
- $30,788
- Total expenses
- $849,792
- Net increase / (decrease)
- $1,135,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Corporation | INVESTMENT ADVISOR | $0 | $28,372 | 2023 |
| Pa Retirement Solutions, Inc. | CONTRACT ADMINISTRATOR | $15,046 | not reported in the loaded dataset | 2023 |