American Vision Windows Retirement Plan — Form 5500 plan (American Vision Windows, 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, American Vision Windows Retirement Plan is a benefit plan reported by American Vision Windows, Inc. under EIN 68-0448034 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $4,398,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Vision Windows, Inc.
- EIN
- 68-0448034
- Plan number
- 001
- Plan type
- 2
- Location
- Simi Valley, CA
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $4,398,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20240914172934NAL0013297969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,398,107
- Total liabilities (EOY)
- $65,461
- Net assets (EOY)
- $4,332,646
- Net assets (BOY)
- $3,501,127
Income & contributions
- Participant contributions
- $457,711
- Total contributions
- $457,711
- Total income / additions
- $1,073,614
Expenses & distributions
- Benefits paid
- $126,389
- Administrative expenses
- $48,857
- Total expenses
- $242,095
- Net increase / (decrease)
- $831,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $20,802 | $0 | 2023 |
| Mutual Advisors LLC | INVESTMENT ADVISORY | $18,312 | $0 | 2023 |
| R-Tech Consultants, Inc. | CONTRACT ADMIN | $7,050 | $3,662 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,718 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Vision Windows, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Simi Valley, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Mutual Advisors LLC — Schedule C compensation
- R-Tech Consultants, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation