2023 Form 5500 filing — Wisconsin Vision Associates, Inc. 401k 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 20241015154749NAL0016794915001) for Wisconsin Vision Associates, Inc. 401k Profit Sharing Plan, reported by Wisconsin Vision Associates, Inc. under EIN 39-1418138 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154749NAL0016794915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wisconsin Vision Associates, Inc.
- EIN
- 39-1418138
- Plan number
- 001
- Location
- Burlington, WI
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,185,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,185,834
- Employer contributions
- $913,081
- Participant contributions
- $1,872,423
- Total income / additions
- $6,188,985
- Benefits paid
- $695,605
- Administrative expenses
- $67,817
- Total expenses
- $764,053
- Net increase / (decrease)
- $5,424,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Enhancement Group | ADVISOR | $38,461 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORD-KEEPER | $21,517 | $0 |
| Newport Trust Company | TRUSTEE | $7,839 | $0 |