Visionquest National Ltd — 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, Visionquest National Ltd (EIN 86-0278038) is a plan sponsor located in Tucson, AZ with 1 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
86-0278038
Location
Tucson, AZ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,305,404
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,305,404

Contributions & income

Employer contributions
$344,031
Participant contributions
$1,084,041
Total income / additions
$3,237,186

Expenses & distributions

Benefits paid / distributions
$976,762
Total expenses
$1,085,663
Net increase / (decrease)
$2,151,523

Coverage

Total reported participants
909
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Visionquest National Ltd plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Visionquest National, Ltd. Ee 401(K) Plan001660$12,305,4042023
Visionquest Employee Benefit Trust Health Care Benefit Plan501249not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Visionquest National Ltd
YearPlanParticipantsSchedulesFiling
2023Visionquest Employee Benefit Trust Health Care Benefit Plan24920240417104253NAL0001819635001
2023Visionquest National, Ltd. Ee 401(K) Plan660H, C20250407141915NAL0016372097001

Related Form 5500 pages