Vista Family Of Companies 401(K) Multiple Employer Plan And Profit-Sharing Plan — Form 5500 plan (Xojet Aviation, LLC)

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 Family Of Companies 401(K) Multiple Employer Plan And Profit-Sharing Plan is a benefit plan reported by Xojet Aviation, LLC under EIN 71-0994172 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,284 participants and $109,547,821 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xojet Aviation, LLC
EIN
71-0994172
Plan number
001
Plan type
2
Location
Fort Lauderdale, FL
Latest filing year
2023
Participants
2,284
End-of-year plan assets
$109,547,821

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,284H, C20250115122138NAL0035610736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,547,821
Total liabilities (EOY)
$68,667
Net assets (EOY)
$109,479,154
Net assets (BOY)
$80,110,434

Income & contributions

Employer contributions
$10,948,058
Participant contributions
$18,694,403
Total contributions
$33,160,225
Total income / additions
$49,340,222

Expenses & distributions

Benefits paid
$19,727,180
Administrative expenses
$237,647
Total expenses
$19,971,502
Net increase / (decrease)
$29,368,720

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$142,128$02023
Newfront Retirement Services IncADVISOR$95,838not reported in the loaded dataset2023

Related Form 5500 pages