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, Envision Retirement Savings Plan is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 005. The latest loaded filing year is 2023. The filing reports 224 participants and $2,489,478 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,489,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,489,478
- Net assets (BOY)
- $1,272,178
Income & contributions
- Employer contributions
- $211,059
- Participant contributions
- $645,933
- Total contributions
- $918,603
- Total income / additions
- $1,260,911
Expenses & distributions
- Benefits paid
- $8,365
- Administrative expenses
- $35,246
- Total expenses
- $43,611
- Net increase / (decrease)
- $1,217,300