Visiquate Inc. Retirement Trust — Form 5500 plan (Visiquate 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, Visiquate Inc. Retirement Trust is a benefit plan reported by Visiquate Inc. under EIN 27-0836945 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $10,260,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Visiquate Inc.
- EIN
- 27-0836945
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Rosa, CA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $10,260,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241015213225NAL0029705745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,260,508
- Net assets (EOY)
- $10,260,508
- Net assets (BOY)
- $8,663,071
Income & contributions
- Employer contributions
- $548,801
- Participant contributions
- $1,025,449
- Total contributions
- $1,622,927
- Total income / additions
- $2,878,216
Expenses & distributions
- Benefits paid
- $1,252,693
- Administrative expenses
- $28,086
- Total expenses
- $1,280,779
- Net increase / (decrease)
- $1,597,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Decimal, Inc. | THIRD PARTY RECORDKEEPER | $28,371 | not reported in the loaded dataset | 2023 |
| Morningstar, Inc. | not reported in the loaded dataset | $17,190 | $0 | 2023 |