Handicap Village D/B/A One Vision 401(K) Retirement Savings Plan — Form 5500 plan (Handicap Village Dba One Vision)
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, Handicap Village D/B/A One Vision 401(K) Retirement Savings Plan is a benefit plan reported by Handicap Village Dba One Vision under EIN 42-0953968 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $9,392,075 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Handicap Village Dba One Vision
- EIN
- 42-0953968
- Plan number
- 001
- Plan type
- 2
- Location
- Clear Lake, IA
- Latest filing year
- 2023
- Participants
- 443
- End-of-year plan assets
- $9,392,075
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 443 | H, C | 20240819083448NAL0002873282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,392,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,392,075
- Net assets (BOY)
- $8,622,531
Income & contributions
- Employer contributions
- $240,569
- Participant contributions
- $480,362
- Total contributions
- $721,161
- Total income / additions
- $2,040,036
Expenses & distributions
- Benefits paid
- $1,211,336
- Administrative expenses
- $55,383
- Total expenses
- $1,270,492
- Net increase / (decrease)
- $769,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,382 | $0 | 2023 |
| Visionpoint Advisory Group | INVESTMENT ADVISORY | $0 | $17,926 | 2023 |