Plan5500

Vistex, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Vistex, 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, Vistex, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Vistex, Inc. under EIN 36-4278759 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $42,277,052 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vistex, Inc.
EIN
36-4278759
Plan number
001
Plan type
2
Location
Hoffman Estates, IL
Latest filing year
2023
Participants
476
End-of-year plan assets
$42,277,052

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023476H, C20240729102702NAL0019224097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,277,052
Total liabilities (EOY)
$0
Net assets (EOY)
$42,277,052
Net assets (BOY)
$31,170,809

Income & contributions

Employer contributions
$1,458,163
Participant contributions
$3,776,689
Total contributions
$7,406,111
Total income / additions
$13,633,307

Expenses & distributions

Benefits paid
$2,332,380
Administrative expenses
$194,684
Total expenses
$2,527,064
Net increase / (decrease)
$11,106,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory/Empower InsINV MGNT; RECORDKEEP$71,503not reported in the loaded dataset2023
Fiduciary Financial Partners LLCINVESTMENT ADVISOR$35,321not reported in the loaded dataset2023
Carnow And Associates, LtdCONTRACT ADMIN$33,536not reported in the loaded dataset2023

Related Form 5500 pages