Vista Care Employees 401(K) Plan — Form 5500 plan (Vista Care Wisconsin, 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, Vista Care Employees 401(K) Plan is a benefit plan reported by Vista Care Wisconsin, Inc. under EIN 39-1833091 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $3,151,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vista Care Wisconsin, Inc.
- EIN
- 39-1833091
- Plan number
- 001
- Plan type
- 2
- Location
- Sheboygan, WI
- Latest filing year
- 2023
- Participants
- 643
- End-of-year plan assets
- $3,151,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 643 | I, C | 20241009151436NAL0019510577001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,151,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,151,301
- Net assets (BOY)
- $2,103,803
Income & contributions
- Employer contributions
- $232,115
- Participant contributions
- $446,645
- Total income / additions
- $1,388,303
Expenses & distributions
- Benefits paid
- $278,052
- Administrative expenses
- $27,756
- Total expenses
- $340,805
- Net increase / (decrease)
- $1,047,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $14,277 | $0 | 2023 |
| Park Capital Managment LLC | INVESTMENT ADVISOR | $10,015 | $0 | 2023 |
| National Administration Inc | CONTRACT ADMIN | $1,080 | $1,374 | 2023 |
| Definiti LLC | CONTRACT ADMIN | $1,145 | $1,129 | 2023 |
| Empower Advisory Group, LLC | INVESTMETN MGMT | $2,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vista Care Wisconsin, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sheboygan, WI
- Empower Annuity Ins Co Of America — Schedule C compensation
- Park Capital Managment LLC — Schedule C compensation
- National Administration Inc — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation