2023 Form 5500 filing — Applied Visions, Inc. 401(K) Profit Sharing Plan And Trust
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 20240924083237NAL0004565811001) for Applied Visions, Inc. 401(K) Profit Sharing Plan And Trust, reported by Applied Visions, Inc. under EIN 11-2892034 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924083237NAL0004565811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applied Visions, Inc.
- EIN
- 11-2892034
- Plan number
- 001
- Location
- Northport, NY
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,030,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,030,938
- Employer contributions
- $64,127
- Participant contributions
- $620,939
- Total income / additions
- $2,843,501
- Benefits paid
- $182,848
- Administrative expenses
- $69,599
- Total expenses
- $252,447
- Net increase / (decrease)
- $2,591,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gettry Marcus Cpa, Pc | AUDITOR | $0 | $28,385 |
| Edward D. Jones & Co L.P. | RIA | $26,672 | not reported in the loaded dataset |
| Wilshire Associates Inc (Ny) | RIA | $2,134 | not reported in the loaded dataset |
| John Hancock Life Insurance Of Ny | RECORDKEEPER | $1,248 | not reported in the loaded dataset |