2023 Form 5500 filing — Wireless Vision, LLC 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 20241011075456NAL0036345552001) for Wireless Vision, LLC 401(K) Plan, reported by Wireless Vision, LLC under EIN 05-0612773 and plan number 001. It reports 2,798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011075456NAL0036345552001
Filing year
2023
Form type
2
Plan sponsor
Wireless Vision, LLC
EIN
05-0612773
Plan number
001
Location
Bloomfield Hills, MI
Participants
2,798
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,846,542
Total liabilities (EOY)
$0
Net assets (EOY)
$12,846,542
Employer contributions
$526,793
Participant contributions
$1,862,204
Total income / additions
$4,723,516
Benefits paid
$3,816,705
Administrative expenses
$95,076
Total expenses
$4,229,376
Net increase / (decrease)
$494,140
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$95,075$0
Cadaret Grant & Co IncINVESTMENT ADVISORY$0$31,206
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages