Vision Point Systems Retirement Plan — Form 5500 plan (Vision Point Systems, 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 Point Systems Retirement Plan is a benefit plan reported by Vision Point Systems, Inc. under EIN 30-0121317 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $9,480,896 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vision Point Systems, Inc.
EIN
30-0121317
Plan number
001
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
Participants
172
End-of-year plan assets
$9,480,896

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20240813151106NAL0018239232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,480,896
Total liabilities (EOY)
$0
Net assets (EOY)
$9,480,896
Net assets (BOY)
$7,911,943

Income & contributions

Employer contributions
$419,677
Participant contributions
$750,473
Total contributions
$1,221,668
Total income / additions
$2,562,080

Expenses & distributions

Benefits paid
$929,417
Administrative expenses
$63,710
Total expenses
$993,127
Net increase / (decrease)
$1,568,953

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch - FasINVESTMENT ADVISORY$0$12,6992023
Merrill Lynch - EpsINVESTMENT ADVISORY$0$12,6992023
John Hancock Life Insurance CompanyRECORDKEEPER$1,493$02023

Related Form 5500 pages