Envision Management, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Envision Management, 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, Envision Management, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Envision Management, LLC under EIN 84-1613233 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,688 participants and $47,165,353 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Envision Management, LLC
EIN
84-1613233
Plan number
001
Plan type
2
Location
Colorado Springs, CO
Latest filing year
2023
Participants
1,688
End-of-year plan assets
$47,165,353

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,688H, C20241010090343NAL0020724161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,165,353
Total liabilities (EOY)
$0
Net assets (EOY)
$47,165,353
Net assets (BOY)
$38,605,047

Income & contributions

Employer contributions
$1,884,962
Participant contributions
$3,654,126
Total contributions
$7,558,100
Total income / additions
$14,270,669

Expenses & distributions

Benefits paid
$5,521,754
Administrative expenses
$175,582
Total expenses
$5,710,363
Net increase / (decrease)
$8,560,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$110,813$02023
Morgan Stanley Global BaINVESTMENT ADVISORY$64,769not reported in the loaded dataset2023

Related Form 5500 pages