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 Maria 403(B) Retirement Plan is a benefit plan reported by Vista Maria, A Michigan Nonprofit Corporation under EIN 38-1359262 and plan number 002. The latest loaded filing year is 2023. The filing reports 322 participants and $3,215,372 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,215,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,215,372
- Net assets (BOY)
- $2,977,347
Income & contributions
- Participant contributions
- $559,820
- Total contributions
- $798,241
- Total income / additions
- $1,273,623
Expenses & distributions
- Benefits paid
- $1,031,408
- Administrative expenses
- $4,190
- Total expenses
- $1,035,598
- Net increase / (decrease)
- $238,025