2023 Form 5500 filing — Vista Maria 403(B) Retirement 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 20240905153329NAL0010467667001) for Vista Maria 403(B) Retirement Plan, reported by Vista Maria, A Michigan Nonprofit Corporation under EIN 38-1359262 and plan number 002. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905153329NAL0010467667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vista Maria, A Michigan Nonprofit Corporation
- EIN
- 38-1359262
- Plan number
- 002
- Location
- Dearborn Heights, MI
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,215,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,215,372
- Participant contributions
- $559,820
- Total income / additions
- $1,273,623
- Benefits paid
- $1,031,408
- Administrative expenses
- $4,190
- Total expenses
- $1,035,598
- Net increase / (decrease)
- $238,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,189 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |