Mid-Del Vision Source 401(K) Profit Sharing Plan — Form 5500 plan (Mid-Del Vision Source)

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, Mid-Del Vision Source 401(K) Profit Sharing Plan is a benefit plan reported by Mid-Del Vision Source under EIN 80-0875508 and plan number 001. The latest loaded filing year is 2023. The filing reports 66 participants and $4,064,205 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,064,205
Participants66Covered participants reported
Assets / participant$61.6KComputed: assets ÷ participants$61,579 (computed)
Provider compensationNone reported
Plan sponsor
Mid-Del Vision Source
EIN
80-0875508
Plan number
001
Plan type
2
Location
Midwest City, OK
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202366I20241007084458NAL0031275298003
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities
Money in vs. money out
Total income / additions$797.1K
Total expenses$243.7K
Benefits paid / distributions$233.7K
Contributions
Employer$57.4K
Participant$126.4K
Full reported line items

Net assets

Total assets (EOY)
$4,064,205
Net assets (EOY)
$4,064,205
Net assets (BOY)
$3,510,814

Income & contributions

Employer contributions
$57,406
Participant contributions
$126,433
Total income / additions
$797,062

Expenses & distributions

Benefits paid
$233,700
Administrative expenses
$9,971
Total expenses
$243,671
Net increase / (decrease)
$553,391
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income29%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages