2023 Form 5500 filing — Vision Partners LLC 401(K) 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 20241111151357NAL0008696371001) for Vision Partners LLC 401(K) Profit Sharing Plan, reported by Vision Partners LLC under EIN 37-1882078 and plan number 001. It reports 594 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111151357NAL0008696371001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vision Partners LLC
- EIN
- 37-1882078
- Plan number
- 001
- Location
- Burlingame, CA
- Participants
- 594
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,599,431
- Total liabilities (EOY)
- $3,597
- Net assets (EOY)
- $40,595,834
- Employer contributions
- $1,194,220
- Participant contributions
- $2,731,940
- Total income / additions
- $9,070,343
- Benefits paid
- $4,939,343
- Administrative expenses
- $189,185
- Total expenses
- $5,129,649
- Net increase / (decrease)
- $3,940,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $96,440 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $82,006 | not reported in the loaded dataset |
| Actuaries Unlimited Inc. | CONTRACT ADMIN | $9,163 | not reported in the loaded dataset |
| Gwfs Equities | INVESTMENT ADVISOR | $96 | not reported in the loaded dataset |