2023 Form 5500 filing — Envision Management, LLC 401(K) Profit Sharing 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 20241010090343NAL0020724161001) for Envision Management, LLC 401(K) Profit Sharing Plan, reported by Envision Management, LLC under EIN 84-1613233 and plan number 001. It reports 1,688 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090343NAL0020724161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Envision Management, LLC
- EIN
- 84-1613233
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 1,688
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,165,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,165,353
- Employer contributions
- $1,884,962
- Participant contributions
- $3,654,126
- Total income / additions
- $14,270,669
- Benefits paid
- $5,521,754
- Administrative expenses
- $175,582
- Total expenses
- $5,710,363
- Net increase / (decrease)
- $8,560,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $110,813 | $0 |
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $64,769 | not reported in the loaded dataset |