Total Vision LLC 401(K) Plan — Form 5500 plan (Total Vision 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, Total Vision LLC 401(K) Plan is a benefit plan reported by Total Vision LLC under EIN 82-5212710 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $6,680,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Total Vision LLC
- EIN
- 82-5212710
- Plan number
- 001
- Plan type
- 2
- Location
- Mission Viejo, CA
- Latest filing year
- 2023
- Participants
- 568
- End-of-year plan assets
- $6,680,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 568 | H, C | 20240923221931NAL0006981779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,680,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,680,058
- Net assets (BOY)
- $3,953,085
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,046,449
- Total contributions
- $2,309,747
- Total income / additions
- $3,201,337
Expenses & distributions
- Benefits paid
- $438,851
- Administrative expenses
- $35,294
- Total expenses
- $474,364
- Net increase / (decrease)
- $2,726,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,193 | $0 | 2023 |