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, Terra Vista Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Terra Vista Management, Inc. under EIN 95-4489844 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $9,238,361 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,238,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,238,361
- Net assets (BOY)
- $8,623,468
Income & contributions
- Employer contributions
- $243,636
- Participant contributions
- $525,473
- Total contributions
- $788,158
- Total income / additions
- $2,330,947
Expenses & distributions
- Benefits paid
- $1,704,890
- Administrative expenses
- $11,164
- Total expenses
- $1,716,054
- Net increase / (decrease)
- $614,893