Applied Visions, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Applied Visions, 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, Applied Visions, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Applied Visions, Inc. under EIN 11-2892034 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $12,030,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Applied Visions, Inc.
- EIN
- 11-2892034
- Plan number
- 001
- Plan type
- 2
- Location
- Northport, NY
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $12,030,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20240924083237NAL0004565811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,030,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,030,938
- Net assets (BOY)
- $9,439,884
Income & contributions
- Employer contributions
- $64,127
- Participant contributions
- $620,939
- Total contributions
- $690,491
- Total income / additions
- $2,843,501
Expenses & distributions
- Benefits paid
- $182,848
- Administrative expenses
- $69,599
- Total expenses
- $252,447
- Net increase / (decrease)
- $2,591,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gettry Marcus Cpa, Pc | AUDITOR | $0 | $28,385 | 2023 |
| Edward D. Jones & Co L.P. | RIA | $26,672 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc (Ny) | RIA | $2,134 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Of Ny | RECORDKEEPER | $1,248 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Applied Visions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Northport, NY
- Gettry Marcus Cpa, Pc — Schedule C compensation
- Edward D. Jones & Co L.P. — Schedule C compensation
- Wilshire Associates Inc (Ny) — Schedule C compensation
- John Hancock Life Insurance Of Ny — Schedule C compensation