2023 Form 5500 filing — Vista Life Innovations, Inc. 403(B) 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 20250403092531NAL0016671904001) for Vista Life Innovations, Inc. 403(B) Plan, reported by Vista Life Innovations, Inc. under EIN 22-3106714 and plan number 001. It reports 247 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)$7.9MReported net assets$7,935,161
Participants247
Provider compensation$37.9K2 Schedule C row(s)$37,853
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250403092531NAL0016671904001
- Plan sponsor
- Vista Life Innovations, Inc.
- EIN
- 22-3106714
- Plan number
- 001
- Location
- Madison, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,935,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,935,161
- Employer contributions
- $113,424
- Participant contributions
- $336,142
- Total income / additions
- $1,424,977
- Benefits paid
- $233,207
- Administrative expenses
- $40,704
- Total expenses
- $273,911
- Net increase / (decrease)
- $1,151,066
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $25,106 | $0 |
| Mml Investor Services, LLC | NONE | $12,747 | not reported in the loaded dataset |