2023 Form 5500 filing — Visual Comfort & Co. 401(K) 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 20241007142225NAL0032037666001) for Visual Comfort & Co. 401(K) Plan, reported by Visual Comfort & Co. under EIN 20-8831825 and plan number 004. It reports 1,556 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)$68.8MReported net assets$68,792,194

Participants1.6K1,556

Provider compensation$292.7K3 Schedule C row(s)$292,661

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007142225NAL0032037666001
Plan sponsor: Visual Comfort & Co.
EIN: 20-8831825
Plan number: 004
Location: Houston, TX
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)$68.8M total assets

Net assets$68.8MLiabilities$0

Money in vs. money out

Total income / additions$19.3M

Total expenses$4.3M

Benefits paid / distributions$4M

Contributions

Employer$2.9M

Participant$5.4M

Full reported line items

Total assets (EOY): $68,792,194
Total liabilities (EOY): $0
Net assets (EOY): $68,792,194
Employer contributions: $2,856,503
Participant contributions: $5,436,053
Total income / additions: $19,268,984
Benefits paid: $4,001,692
Administrative expenses: $232,661
Total expenses: $4,283,448
Net increase / (decrease): $14,985,536

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company$207K
RECORDKEEPER · Direct $207K · Indirect $0
2
Global Retirement Partners LLC$60K
INVESTMENT ADVISOR · Direct $60K
3
Empower Advisory Group, LLC$25.7K
INVESTMENT MGMT · Direct $25.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007142225NAL0032037666001 cover?: It is the 2023 Form 5500 filing for Visual Comfort & Co. 401(K) Plan, reported by Visual Comfort & Co. (EIN 20-8831825).
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).