2023 Form 5500 filing — Vision Management Services, 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 20241011153608NAL0037523872001) for Vision Management Services, LLC 401(K) Plan, reported by Vision Management Services, LLC under EIN 82-1291115 and plan number 001. It reports 4,767 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)$23.4MReported net assets$23,368,703
Participants4.8K4,767
Provider compensation$38.1K1 Schedule C row(s)$38,052
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011153608NAL0037523872001
Plan sponsor
Vision Management Services, LLC
EIN
82-1291115
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)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$11.3M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
EmployerNot reported
Participant$7.7M
Full reported line items
Total assets (EOY)
$23,368,703
Total liabilities (EOY)
$0
Net assets (EOY)
$23,368,703
Participant contributions
$7,652,130
Total income / additions
$11,285,557
Benefits paid
$2,085,367
Administrative expenses
$72,848
Total expenses
$2,168,757
Net increase / (decrease)
$9,116,800
Schedule C

Reported service provider compensation

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

  1. 1
    TPA · Direct $38.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011153608NAL0037523872001 cover?
It is the 2023 Form 5500 filing for Vision Management Services, LLC 401(K) Plan, reported by Vision Management Services, LLC (EIN 82-1291115).
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).

Related Form 5500 pages