2023 Form 5500 filing — Visiquate Inc. Retirement Trust
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 20241015213225NAL0029705745001) for Visiquate Inc. Retirement Trust, reported by Visiquate Inc. under EIN 27-0836945 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213225NAL0029705745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visiquate Inc.
- EIN
- 27-0836945
- Plan number
- 001
- Location
- Santa Rosa, CA
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,260,508
- Net assets (EOY)
- $10,260,508
- Employer contributions
- $548,801
- Participant contributions
- $1,025,449
- Total income / additions
- $2,878,216
- Benefits paid
- $1,252,693
- Administrative expenses
- $28,086
- Total expenses
- $1,280,779
- Net increase / (decrease)
- $1,597,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Decimal, Inc. | THIRD PARTY RECORDKEEPER | $28,371 | not reported in the loaded dataset |
| Morningstar, Inc. | not reported in the loaded dataset | $17,190 | $0 |