2023 Form 5500 filing — American Vision Windows 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 20240914172934NAL0013297969001) for American Vision Windows Retirement Plan, reported by American Vision Windows, Inc. under EIN 68-0448034 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240914172934NAL0013297969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Vision Windows, Inc.
- EIN
- 68-0448034
- Plan number
- 001
- Location
- Simi Valley, CA
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,398,107
- Total liabilities (EOY)
- $65,461
- Net assets (EOY)
- $4,332,646
- Participant contributions
- $457,711
- Total income / additions
- $1,073,614
- Benefits paid
- $126,389
- Administrative expenses
- $48,857
- Total expenses
- $242,095
- Net increase / (decrease)
- $831,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $20,802 | $0 |
| Mutual Advisors LLC | INVESTMENT ADVISORY | $18,312 | $0 |
| R-Tech Consultants, Inc. | CONTRACT ADMIN | $7,050 | $3,662 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,718 | $0 |