Envision Management Holding, Inc. Employee Stock Ownership Plan — Form 5500 plan (Envision Management, 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, Envision Management Holding, Inc. Employee Stock Ownership Plan is a benefit plan reported by Envision Management, LLC. under EIN 84-1613233 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,337 participants and $211,311,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Envision Management, LLC.
- EIN
- 84-1613233
- Plan number
- 002
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 1,337
- End-of-year plan assets
- $211,311,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,337 | H | 20240919163740NAL0008661920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $211,311,494
- Total liabilities (EOY)
- $128,746,692
- Net assets (EOY)
- $82,564,802
- Net assets (BOY)
- $38,112,011
Income & contributions
- Employer contributions
- $7,570,267
- Total contributions
- $7,570,267
- Total income / additions
- $48,193,267
Expenses & distributions
- Benefits paid
- $286,258
- Administrative expenses
- $0
- Total expenses
- $3,740,476
- Net increase / (decrease)
- $44,452,791
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.