Vision Partners LLC 401(K) Profit Sharing Plan — Form 5500 plan (Vision Partners 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, Vision Partners LLC 401(K) Profit Sharing Plan is a benefit plan reported by Vision Partners LLC under EIN 37-1882078 and plan number 001. The latest loaded filing year is 2023. The filing reports 594 participants and $40,599,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vision Partners LLC
- EIN
- 37-1882078
- Plan number
- 001
- Plan type
- 3
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 594
- End-of-year plan assets
- $40,599,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 594 | H, C | 20241111151357NAL0008696371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,599,431
- Total liabilities (EOY)
- $3,597
- Net assets (EOY)
- $40,595,834
- Net assets (BOY)
- $23,634,898
Income & contributions
- Employer contributions
- $1,194,220
- Participant contributions
- $2,731,940
- Total contributions
- $4,126,411
- Total income / additions
- $9,070,343
Expenses & distributions
- Benefits paid
- $4,939,343
- Administrative expenses
- $189,185
- Total expenses
- $5,129,649
- Net increase / (decrease)
- $3,940,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $96,440 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $82,006 | not reported in the loaded dataset | 2023 |
| Actuaries Unlimited Inc. | CONTRACT ADMIN | $9,163 | not reported in the loaded dataset | 2023 |
| Gwfs Equities | INVESTMENT ADVISOR | $96 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vision Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burlingame, CA
- Empower Annuity Insurance Co — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Actuaries Unlimited Inc. — Schedule C compensation
- Gwfs Equities — Schedule C compensation