Who sponsors the Vista Plan Pep?

Vista Plan Pep is reported as sponsored by The Finway Group - Vista (EIN 42-1468222, plan number 020) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Vista Plan Pep?

The latest Form 5500 filing year loaded for Vista Plan Pep is 2023.

How many participants does Vista Plan Pep report?

Vista Plan Pep reports 160 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Vista Plan Pep?

Vista Plan Pep reports $11,131,634 in end-of-year plan assets in its latest loaded Form 5500 filing.

Vista Plan Pep — Form 5500 plan (The Finway Group - Vista)

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 Plan Pep is a benefit plan reported by The Finway Group - Vista under EIN 42-1468222 and plan number 020. The latest loaded filing year is 2023. The filing reports 160 participants and $11,131,634 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.1MPlan net assets, end of year$11,131,634

Participants160Covered participants reported

Assets / participant$69.6KComputed: assets ÷ participants$69,573 (computed)

Provider compensationNone reported

Plan sponsor: The Finway Group - Vista
EIN: 42-1468222
Plan number: 020
Plan type: 3
Location: West Des Moines, IA
Latest filing year: 2023

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
160 participants · 3Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.1M total assets

Net assets$11.1MLiabilities—

Money in vs. money out

Total income / additions$385.5K

Total expenses$0

Benefits paid / distributionsNot reported

Contributions

Employer$50.9K

Participant$61.2K

Full reported line items

Net assets

Total assets (EOY): $11,131,634
Net assets (EOY): $11,131,634
Net assets (BOY): $0

Income & contributions

Employer contributions: $50,896
Participant contributions: $61,161
Total income / additions: $385,471

Expenses & distributions

Total expenses: $0
Net increase / (decrease): $385,471

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

45%55%

Employer 45%Participant 55%

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.