2023 Form 5500 filing — Visionweb 401k 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 20250225224910NAL0000164305001) for Visionweb 401k Plan, reported by Visionweb Holdings LLC under EIN 58-2611565 and plan number 001. It reports 129 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)$0Reported net assets

Participants129

Provider compensation$10K2 Schedule C row(s)$9,973

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250225224910NAL0000164305001
Plan sponsor: Visionweb Holdings LLC
EIN: 58-2611565
Plan number: 001
Location: Austin, TX
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.

Money in vs. money out

Total income / additions$1.1M

Total expenses$295.6K

Benefits paid / distributions$289.8K

Contributions

Employer$114.3K

Participant$228.7K

Full reported line items

Total assets (EOY): $0
Net assets (EOY): $0
Employer contributions: $114,344
Participant contributions: $228,654
Total income / additions: $1,053,355
Benefits paid: $289,812
Administrative expenses: $5,776
Total expenses: $295,588
Net increase / (decrease): $757,767

Schedule C

Reported service provider compensation

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

1
Global Retirement Partners$5.5K
NONE · Direct $5.5K
2
American United Life Insurance Co$4.5K
NONE · Direct $385 · Indirect $4.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250225224910NAL0000164305001 cover?: It is the 2023 Form 5500 filing for Visionweb 401k Plan, reported by Visionweb Holdings LLC (EIN 58-2611565).
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).