Executive Visions, Inc. Retirement Savings Plan — Form 5500 plan (Executive Visions, 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, Executive Visions, Inc. Retirement Savings Plan is a benefit plan reported by Executive Visions, Inc under EIN 58-1684868 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,575,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Executive Visions, Inc
- EIN
- 58-1684868
- Plan number
- 001
- Plan type
- 2
- Location
- Cumming, GA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,575,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240718150804NAL0003281283001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,575,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,575,246
- Net assets (BOY)
- $3,217,721
Income & contributions
- Employer contributions
- $9,891
- Participant contributions
- $31,580
- Total income / additions
- $553,902
Expenses & distributions
- Benefits paid
- $1,196,177
- Administrative expenses
- $200
- Total expenses
- $1,196,377
- Net increase / (decrease)
- -$642,475
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.