Vira Insight, LLC 401(K) Plan — Form 5500 plan (Vira Insight, 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, Vira Insight, LLC 401(K) Plan is a benefit plan reported by Vira Insight, LLC under EIN 95-4564717 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $10,885,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vira Insight, LLC
- EIN
- 95-4564717
- Plan number
- 001
- Plan type
- 2
- Location
- Lewisville, TX
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $10,885,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20250325182621NAL0014644433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,885,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,885,561
- Net assets (BOY)
- $8,632,862
Income & contributions
- Employer contributions
- $286,192
- Participant contributions
- $650,973
- Total contributions
- $1,120,603
- Total income / additions
- $2,553,742
Expenses & distributions
- Benefits paid
- $242,834
- Administrative expenses
- $55,296
- Total expenses
- $301,043
- Net increase / (decrease)
- $2,252,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,428 | $0 | 2023 |
| Beacon Pointe Advisors, LLC. | INVESTMENT ADVISORY | $14,626 | $3 | 2023 |
| Benchmark Private Wealth Management | INVESTMENT ADVISORY | $8,242 | $15 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vira Insight, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Lewisville, TX
- Principal Life Insurance Company — Schedule C compensation
- Beacon Pointe Advisors, LLC. — Schedule C compensation
- Benchmark Private Wealth Management — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation