Vista Higher Learning, Inc. 401(K) Plan — Form 5500 plan (Vista Higher Learning, Inc.)

Plain-English plan 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, Vista Higher Learning, Inc. 401(K) Plan is a benefit plan reported by Vista Higher Learning, Inc. under EIN 04-3225428 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $22,147,081 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vista Higher Learning, Inc.
EIN
04-3225428
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
223
End-of-year plan assets
$22,147,081

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20241011105629NAL0012394819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,147,081
Total liabilities (EOY)
$0
Net assets (EOY)
$22,147,081
Net assets (BOY)
$17,558,823

Income & contributions

Employer contributions
$889,878
Participant contributions
$1,930,698
Total contributions
$3,348,775
Total income / additions
$6,541,788

Expenses & distributions

Benefits paid
$1,897,425
Administrative expenses
$56,105
Total expenses
$1,953,530
Net increase / (decrease)
$4,588,258

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$31,105$02023
Twelve Points Wealth Management LlADVISOR$25,000not reported in the loaded dataset2023

Related Form 5500 pages