Vision Bank Savings Incentive Plan — Form 5500 plan (Vision Bank)
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 Bank Savings Incentive Plan is a benefit plan reported by Vision Bank under EIN 73-0120518 and plan number 003. The latest loaded filing year is 2023. The filing reports 303 participants and $21,792,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vision Bank
- EIN
- 73-0120518
- Plan number
- 003
- Plan type
- 2
- Location
- Ada, OK
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $21,792,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241011160141NAL0011155539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,792,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,792,519
- Net assets (BOY)
- $18,530,641
Income & contributions
- Employer contributions
- $795,215
- Participant contributions
- $1,027,854
- Total contributions
- $1,916,453
- Total income / additions
- $4,590,497
Expenses & distributions
- Benefits paid
- $1,231,496
- Administrative expenses
- $97,123
- Total expenses
- $1,328,619
- Net increase / (decrease)
- $3,261,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Insurance Services | INVESTMENT ADVISOR | $40,891 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $33,237 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $14,837 | not reported in the loaded dataset | 2023 |
| Employee Benefits Group, LLC | CONTRACT ADMIN | $10,711 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vision Bank
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Ada, OK
- Alliant Insurance Services — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Employee Benefits Group, LLC — Schedule C compensation