2023 Form 5500 filing — Vistula Management Company Employee Stock Ownership 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 20241015085112NAL0056683314001) for Vistula Management Company Employee Stock Ownership Plan, reported by Vistula Management Company under EIN 34-1313054 and plan number 002. It reports 64 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$915.6KReported net assets$915,618
Participants64
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015085112NAL0056683314001
Plan sponsor
Vistula Management Company
EIN
34-1313054
Plan number
002
Location
Toledo, OH
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$915.9K total assets
Net assets$915.6KLiabilities$326
Money in vs. money out
Total income / additions$123.9K
Total expenses$66.7K
Benefits paid / distributions$66.7K
Contributions
Employer$100K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$915,944
Total liabilities (EOY)
$326
Net assets (EOY)
$915,618
Employer contributions
$100,000
Total income / additions
$123,917
Benefits paid
$66,662
Total expenses
$66,692
Net increase / (decrease)
$57,225

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015085112NAL0056683314001 cover?
It is the 2023 Form 5500 filing for Vistula Management Company Employee Stock Ownership Plan, reported by Vistula Management Company (EIN 34-1313054).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages