Vision33 401k Plan — Form 5500 plan (Vision33, 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, Vision33 401k Plan is a benefit plan reported by Vision33, Inc. under EIN 98-0417630 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $11,326,189 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vision33, Inc.
EIN
98-0417630
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
143
End-of-year plan assets
$11,326,189

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20240823124033NAL0011201776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,326,189
Total liabilities (EOY)
$0
Net assets (EOY)
$11,326,189
Net assets (BOY)
$9,314,512

Income & contributions

Employer contributions
$297,654
Participant contributions
$1,077,256
Total contributions
$1,574,412
Total income / additions
$3,093,539

Expenses & distributions

Benefits paid
$1,030,201
Administrative expenses
$51,661
Total expenses
$1,081,862
Net increase / (decrease)
$2,011,677

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$35,346$02023
Haskell & White LlpAUDITOR$14,400not reported in the loaded dataset2023

Related Form 5500 pages