Visionary Holding Company, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Visionary Holding Company, 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, Visionary Holding Company, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Visionary Holding Company, Inc. under EIN 26-1854466 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $8,515,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visionary Holding Company, Inc.
EIN
26-1854466
Plan number
001
Plan type
2
Location
Massillion, OH
Latest filing year
2023
Participants
163
End-of-year plan assets
$8,515,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20240909085655NAL0005288529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,515,723
Total liabilities (EOY)
$0
Net assets (EOY)
$8,515,723
Net assets (BOY)
$6,733,864

Income & contributions

Employer contributions
$328,777
Participant contributions
$705,032
Total contributions
$1,033,809
Total income / additions
$2,249,417

Expenses & distributions

Benefits paid
$422,011
Administrative expenses
$45,547
Total expenses
$467,558
Net increase / (decrease)
$1,781,859

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ancora Retirement Plan AdvisorsADVISOR$28,003not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$16,494$02023

Related Form 5500 pages