Wisconsin Vision Associates, Inc. 401k Profit Sharing Plan — Form 5500 plan (Wisconsin Vision Associates, 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 Associates, Inc. 401k Profit Sharing Plan is a benefit plan reported by Wisconsin Vision Associates, Inc. under EIN 39-1418138 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $23,185,834 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wisconsin Vision Associates, Inc.
EIN
39-1418138
Plan number
001
Plan type
2
Location
Burlington, WI
Latest filing year
2023
Participants
361
End-of-year plan assets
$23,185,834

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20241015154749NAL0016794915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,185,834
Total liabilities (EOY)
$0
Net assets (EOY)
$23,185,834
Net assets (BOY)
$17,760,902

Income & contributions

Employer contributions
$913,081
Participant contributions
$1,872,423
Total contributions
$2,944,689
Total income / additions
$6,188,985

Expenses & distributions

Benefits paid
$695,605
Administrative expenses
$67,817
Total expenses
$764,053
Net increase / (decrease)
$5,424,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Enhancement GroupADVISOR$38,461not reported in the loaded dataset2023
Newport Group, Inc.RECORD-KEEPER$21,517$02023
Newport Trust CompanyTRUSTEE$7,839$02023

Related Form 5500 pages