Plan5500

New Vista Of The Bluegrass, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, New Vista Of The Bluegrass, Inc. (EIN 61-0723605) is a plan sponsor located in Lexington, KY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
61-0723605
Location
Lexington, KY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for New Vista Of The Bluegrass, Inc.

  • 2 loaded plans hold $13.5M in reported assets.
  • The largest, New Vista Of The Bluegrass, Inc. 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,216 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.5MSummed across loaded plans$13,485,407
Total reported assets$13.5M$13,485,407
Total reported participants1.2K1,216
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$13.5M total assets
Net assets$13.5MLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$228.3K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$721.5K
Total expenses$732K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%New Vista Of The Bluegrass, Inc. 403(B) Plan
Participants per plan608Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    New Vista Of The Bluegrass, Inc. 403(B) Plan$13.5M
    Plan #001 · 150 participants · 2023
  2. 2
    Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #550 · 1,066 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for New Vista Of The Bluegrass, Inc.. Open one for its full reported snapshot.

  1. 2023
    Employee Welfare Benefit Plan1,066 participants · 2No schedules
    View filing →
  2. 2023
    New Vista Of The Bluegrass, Inc. 403(B) Plan150 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does New Vista Of The Bluegrass, Inc. report on Form 5500?
New Vista Of The Bluegrass, Inc. (EIN 61-0723605) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for New Vista Of The Bluegrass, Inc.?
The Employer Identification Number (EIN) reported for New Vista Of The Bluegrass, Inc. is 61-0723605.
What is the latest Form 5500 filing year for New Vista Of The Bluegrass, Inc.?
The latest loaded Form 5500 filing year for New Vista Of The Bluegrass, Inc. is 2023.

Related Form 5500 pages