Visionquest National, Ltd. Ee 401(K) Plan — Form 5500 plan (Visonquest National, Ltd.)

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, Visionquest National, Ltd. Ee 401(K) Plan is a benefit plan reported by Visonquest National, Ltd. under EIN 86-0278038 and plan number 001. The latest loaded filing year is 2023. The filing reports 660 participants and $12,305,404 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visonquest National, Ltd.
EIN
86-0278038
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
660
End-of-year plan assets
$12,305,404

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023660H, C20250407141915NAL0016372097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,305,404
Total liabilities (EOY)
$0
Net assets (EOY)
$12,305,404
Net assets (BOY)
$10,153,881

Income & contributions

Employer contributions
$344,031
Participant contributions
$1,084,041
Total contributions
$1,538,139
Total income / additions
$3,237,186

Expenses & distributions

Benefits paid
$976,762
Administrative expenses
$108,890
Total expenses
$1,085,663
Net increase / (decrease)
$2,151,523

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY PLAN SPONSOR$64,252$02023
Commonwealth Equity Services, Inc.RETAINED BY PLAN SPONSOR$22,548not reported in the loaded dataset2023
Cliftonlarsonallen LlpRETAINED BY PLAN SPONSOR$22,090not reported in the loaded dataset2023

Related Form 5500 pages