Vision H.R. Retirement Savings Plan — Form 5500 plan (Vision Hr Ii, 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, Vision H.R. Retirement Savings Plan is a benefit plan reported by Vision Hr Ii, Inc under EIN 59-3507322 and plan number 333. The latest loaded filing year is 2023. The filing reports 737 participants and $25,443,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vision Hr Ii, Inc
- EIN
- 59-3507322
- Plan number
- 333
- Plan type
- 3
- Location
- Daytona Beach, FL
- Latest filing year
- 2023
- Participants
- 737
- End-of-year plan assets
- $25,443,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 737 | H, C | 20240927113053NAL0001030563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,443,814
- Total liabilities (EOY)
- $7,334
- Net assets (EOY)
- $25,436,480
- Net assets (BOY)
- $20,985,744
Income & contributions
- Employer contributions
- $717,906
- Participant contributions
- $1,598,066
- Total contributions
- $2,535,777
- Total income / additions
- $6,154,465
Expenses & distributions
- Benefits paid
- $2,742,475
- Administrative expenses
- $198,105
- Total expenses
- $2,940,580
- Net increase / (decrease)
- $3,213,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $115,048 | not reported in the loaded dataset | 2023 |
| Bks Retirement Services | NONE | $60,174 | not reported in the loaded dataset | 2023 |
| Martin & Associates Pl | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $5,476 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vision Hr Ii, Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Daytona Beach, FL
- Ameritas Life Insurance Corp — Schedule C compensation
- Bks Retirement Services — Schedule C compensation
- Martin & Associates Pl — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation