2023 Form 5500 filing — Envision Retirement Savings 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 20250602113849NAL0009500289001) for Envision Retirement Savings Plan, reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 005. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$2.5MReported net assets$2,489,478
Participants224
Provider compensation$40.6K2 Schedule C row(s)$40,589
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250602113849NAL0009500289001
- Plan sponsor
- Plan Compliance Services, Inc.
- EIN
- 59-3708427
- Plan number
- 005
- Location
- Clearwater, FL
- 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)$2.5M total assets
Net assets$2.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,489,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,489,478
- Employer contributions
- $211,059
- Participant contributions
- $645,933
- Total income / additions
- $1,260,911
- Benefits paid
- $8,365
- Administrative expenses
- $35,246
- Total expenses
- $43,611
- Net increase / (decrease)
- $1,217,300
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,682 | $0 |
| Souders Financial Advisors LLC | OTHER INVESTMENT ADVISOR | $8,907 | not reported in the loaded dataset |