Vision Retirement Plan — Form 5500 plan (Centraarchy Restaurant Management Corp)
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, Vision Retirement Plan is a benefit plan reported by Centraarchy Restaurant Management Corp under EIN 58-1535544 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,030 participants and $11,936,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centraarchy Restaurant Management Corp
- EIN
- 58-1535544
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 1,030
- End-of-year plan assets
- $11,936,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,030 | H, C | 20241015132422NAL0014712227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,936,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,936,430
- Net assets (BOY)
- $10,311,891
Income & contributions
- Employer contributions
- $162,568
- Participant contributions
- $581,387
- Total contributions
- $748,935
- Total income / additions
- $2,762,914
Expenses & distributions
- Benefits paid
- $1,112,911
- Administrative expenses
- $23,390
- Total expenses
- $1,138,375
- Net increase / (decrease)
- $1,624,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Securities LLC | INVESTMENT ADVISOR | $32,960 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $17,733 | $0 | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $7,099 | not reported in the loaded dataset | 2023 |
| Ascensus Inc | TPA | $0 | $5,493 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $432 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centraarchy Restaurant Management Corp
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Jp Morgan Securities LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation