Vision 401(K) Plan — Form 5500 plan (401(K) Administration Management Program, 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, Vision 401(K) Plan is a benefit plan reported by 401(K) Administration Management Program, Inc. under EIN 85-4019239 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,358 participants and $56,013,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 401(K) Administration Management Program, Inc.
- EIN
- 85-4019239
- Plan number
- 003
- Plan type
- 3
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,358
- End-of-year plan assets
- $56,013,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,358 | H, C | 20241015160306NAL0016827475006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,013,874
- Net assets (EOY)
- $56,013,874
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,832,047
- Participant contributions
- $5,741,030
- Total contributions
- $8,345,564
- Total income / additions
- $12,836,885
Expenses & distributions
- Benefits paid
- $3,552,712
- Administrative expenses
- $157,862
- Total expenses
- $3,752,391
- Net increase / (decrease)
- $9,084,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $57,949 | $0 | 2023 |
| 401k Administration Management Prog | CONTRACT ADMIN | $43,544 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $34,559 | $0 | 2023 |
| Nova401(K) Associates | CONTRACT ADMIN | $14,575 | $0 | 2023 |
| One Digital Topco LLC | OTHER | $8,501 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 401(K) Administration Management Program, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Resources Investment Advisors, LLC — Schedule C compensation
- 401k Administration Management Prog — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Nova401(K) Associates — Schedule C compensation
- One Digital Topco LLC — Schedule C compensation