2023 Form 5500 filing — Vista Consulting Group, LLC

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 20241001162725NAL0004197555001) for Vista Consulting Group, LLC, reported by Vista Consulting Group, LLC under EIN 27-4549159 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23MReported net assets$22,962,896

Participants267

Provider compensation$7501 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001162725NAL0004197555001
Plan sponsor: Vista Consulting Group, LLC
EIN: 27-4549159
Plan number: 001
Location: Chicago, IL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23M total assets

Net assets$23MLiabilities$0

Money in vs. money out

Total income / additions$7.2M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$1.3M

Participant$1.9M

Full reported line items

Total assets (EOY): $22,962,896
Total liabilities (EOY): $0
Net assets (EOY): $22,962,896
Employer contributions: $1,331,786
Participant contributions: $1,936,963
Total income / additions: $7,229,483
Benefits paid: $1,700,157
Administrative expenses: $750
Total expenses: $1,701,320
Net increase / (decrease): $5,528,163

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$750
RECORDKEEPER · Direct $750 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001162725NAL0004197555001 cover?: It is the 2023 Form 5500 filing for Vista Consulting Group, LLC, reported by Vista Consulting Group, LLC (EIN 27-4549159).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).