Wireless Vision, LLC 401(K) Plan — Form 5500 plan (Wireless Vision, LLC)
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, Wireless Vision, LLC 401(K) Plan is a benefit plan reported by Wireless Vision, LLC under EIN 05-0612773 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,798 participants and $12,846,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wireless Vision, LLC
- EIN
- 05-0612773
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomfield Hills, MI
- Latest filing year
- 2023
- Participants
- 2,798
- End-of-year plan assets
- $12,846,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,798 | H, C | 20241011075456NAL0036345552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,846,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,846,542
- Net assets (BOY)
- $12,352,402
Income & contributions
- Employer contributions
- $526,793
- Participant contributions
- $1,862,204
- Total contributions
- $2,407,146
- Total income / additions
- $4,723,516
Expenses & distributions
- Benefits paid
- $3,816,705
- Administrative expenses
- $95,076
- Total expenses
- $4,229,376
- Net increase / (decrease)
- $494,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $95,075 | $0 | 2023 |
| Cadaret Grant & Co Inc | INVESTMENT ADVISORY | $0 | $31,206 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wireless Vision, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Bloomfield Hills, MI
- Principal Life Insurance Company — Schedule C compensation
- Cadaret Grant & Co Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation