Wisconsin Vision, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Wisconsin Vision, 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, Wisconsin Vision, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Wisconsin Vision, Inc. under EIN 39-1296491 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $16,297,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Vision, Inc.
- EIN
- 39-1296491
- Plan number
- 001
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $16,297,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20241010165148NAL0020561121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,297,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,297,218
- Net assets (BOY)
- $14,148,382
Income & contributions
- Employer contributions
- $331,180
- Participant contributions
- $689,036
- Total contributions
- $1,029,543
- Total income / additions
- $3,254,677
Expenses & distributions
- Benefits paid
- $1,035,521
- Administrative expenses
- $70,320
- Total expenses
- $1,105,841
- Net increase / (decrease)
- $2,148,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $70,320 | $0 | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISOR | $0 | $45,286 | 2023 |
| Ppg Retirement Plan Services | TPA | $0 | $7,388 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wisconsin Vision, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Ppg Retirement Plan Services — Schedule C compensation