Qvi 401-K Plan — Form 5500 plan (Quality Vision International 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, Qvi 401-K Plan is a benefit plan reported by Quality Vision International Inc. under EIN 16-0800781 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $43,238,987 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$43.2MPlan net assets, end of year$43,238,987
Participants411Covered participants reported
Assets / participant$105.2KComputed: assets ÷ participants$105,204 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Quality Vision International Inc.
- EIN
- 16-0800781
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20250915144145NAL0001224497001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$43.2M total assets
Net assets$43.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $43,238,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,238,987
- Net assets (BOY)
- $36,193,557
Income & contributions
- Employer contributions
- $2,519
- Participant contributions
- $1,934,112
- Total contributions
- $2,261,419
- Total income / additions
- $10,468,588
Expenses & distributions
- Benefits paid
- $3,941,175
- Administrative expenses
- -$13,692
- Total expenses
- $3,927,483
- Net increase / (decrease)
- $6,541,105
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | INVESTMENT ADVISORY | $21,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$37,367 | $0 | 2023 |