2023 Form 5500 filing — Vistex, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729102702NAL0019224097001) for Vistex, Inc. 401(K) Profit Sharing Plan, reported by Vistex, Inc. under EIN 36-4278759 and plan number 001. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729102702NAL0019224097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vistex, Inc.
- EIN
- 36-4278759
- Plan number
- 001
- Location
- Hoffman Estates, IL
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,277,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,277,052
- Employer contributions
- $1,458,163
- Participant contributions
- $3,776,689
- Total income / additions
- $13,633,307
- Benefits paid
- $2,332,380
- Administrative expenses
- $194,684
- Total expenses
- $2,527,064
- Net increase / (decrease)
- $11,106,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory/Empower Ins | INV MGNT; RECORDKEEP | $71,503 | not reported in the loaded dataset |
| Fiduciary Financial Partners LLC | INVESTMENT ADVISOR | $35,321 | not reported in the loaded dataset |
| Carnow And Associates, Ltd | CONTRACT ADMIN | $33,536 | not reported in the loaded dataset |