Vizance, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Vizance, 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, Vizance, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Vizance, Inc. under EIN 39-1309381 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $15,258,426 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vizance, Inc.
- EIN
- 39-1309381
- Plan number
- 001
- Plan type
- 2
- Location
- Hartland, WI
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $15,258,426
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20240731140802NAL0022393505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,258,426
- Net assets (EOY)
- $15,258,426
- Net assets (BOY)
- $12,083,453
Income & contributions
- Employer contributions
- $573,721
- Participant contributions
- $1,325,217
- Total contributions
- $2,003,009
- Total income / additions
- $4,193,055
Expenses & distributions
- Benefits paid
- $938,632
- Administrative expenses
- $79,450
- Total expenses
- $1,018,082
- Net increase / (decrease)
- $3,174,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $61,692 | $0 | 2023 |
| Woodbury Financial Services Inc | BROKER/ADVISO R | $0 | $31,156 | 2023 |
| Blue Chip Retirement Plans Inc. | CONTRACT ADMIN | $2,475 | $10,000 | 2023 |
| Cota Street Investment Management | INVESTMENT MGMT | $7,859 | $0 | 2023 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISOR | $7,798 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vizance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Hartland, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- Blue Chip Retirement Plans Inc. — Schedule C compensation
- Cota Street Investment Management — Schedule C compensation
- Pensionmark Financial Group, LLC — Schedule C compensation