Plan5500

Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan — Form 5500 plan (Emprise Group, 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, Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan is a benefit plan reported by Emprise Group, Inc. under EIN 85-2687843 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,758 participants and $79,322,778 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$79.3MPlan net assets, end of year$79,322,778
Participants1.8KCovered participants reported1,758
Assets / participant$45.1KComputed: assets ÷ participants$45,121 (computed)
Provider compensation$115K3 Schedule C provider row(s)$114,992
Plan sponsor
Emprise Group, Inc.
EIN
85-2687843
Plan number
002
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,758 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$79.3M total assets
Net assets$79.3MLiabilities$0
Money in vs. money out
Total income / additions$18M
Total expenses$10.6M
Benefits paid / distributions$10.5M
Contributions
Employer$2.2M
Participant$4.3M
Full reported line items

Net assets

Total assets (EOY)
$79,322,778
Total liabilities (EOY)
$0
Net assets (EOY)
$79,322,778
Net assets (BOY)
$71,969,613

Income & contributions

Employer contributions
$2,230,561
Participant contributions
$4,268,076
Total contributions
$6,606,727
Total income / additions
$17,995,271

Expenses & distributions

Benefits paid
$10,523,071
Administrative expenses
$114,992
Total expenses
$10,642,106
Net increase / (decrease)
$7,353,165
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 34%Participant 66%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$66.4K
    RECORDKEEPER · Direct $66.4K · Indirect $0
  2. 2
    Global Retirement Partners LLC$32.5K
    ADVISOR · Direct $32.5K
  3. 3
    Forvis Mazars, Llp$16.1K
    ACCOUNTANT/AUDITOR · Direct $16.1K

What to inspect next

Frequently asked questions

Who sponsors the Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan?
Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan is reported as sponsored by Emprise Group, Inc. (EIN 85-2687843, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan?
The latest Form 5500 filing year loaded for Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan is 2023.
How many participants does Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan report?
Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan reports 1,758 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan?
Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan reports $79,322,778 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages