403b Plan Employees Of Vistability — Form 5500 plan (Vistability)
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, 403b Plan Employees Of Vistability is a benefit plan reported by Vistability under EIN 94-1606517 and plan number 002. The latest loaded filing year is 2023. The filing reports 343 participants and $9,383,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vistability
- EIN
- 94-1606517
- Plan number
- 002
- Plan type
- 2
- Location
- Martinez, CA
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $9,383,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20241015174647NAL0015192675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,383,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,383,820
- Net assets (BOY)
- $8,542,686
Income & contributions
- Employer contributions
- $126,706
- Participant contributions
- $444,436
- Total contributions
- $731,911
- Total income / additions
- $1,857,691
Expenses & distributions
- Benefits paid
- $1,015,889
- Administrative expenses
- $668
- Total expenses
- $1,016,557
- Net increase / (decrease)
- $841,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $669 | $0 | 2023 |