Vistage Worldwide, Inc. 401(K) Plan — Form 5500 plan (Vistage Worldwide, 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, Vistage Worldwide, Inc. 401(K) Plan is a benefit plan reported by Vistage Worldwide, Inc. under EIN 95-4666411 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $28,605,143 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vistage Worldwide, Inc.
EIN
95-4666411
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
308
End-of-year plan assets
$28,605,143

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241014203947NAL0015528051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,605,143
Total liabilities (EOY)
$0
Net assets (EOY)
$28,605,143
Net assets (BOY)
$23,156,547

Income & contributions

Employer contributions
$716,439
Participant contributions
$2,141,384
Total contributions
$2,939,483
Total income / additions
$7,166,344

Expenses & distributions

Benefits paid
$1,677,353
Administrative expenses
$40,395
Total expenses
$1,717,748
Net increase / (decrease)
$5,448,596

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
One Digital Topco LLC Dba ResourcesOTHER$40,000not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$395$02023

Related Form 5500 pages