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VISION GROUP HOLDINGS 401(K) PLAN 401k Plan overview

Plan NameVISION GROUP HOLDINGS 401(K) PLAN
Plan identification number 001

VISION GROUP HOLDINGS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VISION GROUP HOLDINGS has sponsored the creation of one or more 401k plans.

Company Name:VISION GROUP HOLDINGS
Employer identification number (EIN):510487674
NAIC Classification:446130
NAIC Description:Optical Goods Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISION GROUP HOLDINGS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHARON L. WAY
0012016-01-01SHARON WAY
0012015-01-01RONALD ANTONIEWICZ
0012014-01-01RONALD ANTONIEWCZ

Plan Statistics for VISION GROUP HOLDINGS 401(K) PLAN

401k plan membership statisitcs for VISION GROUP HOLDINGS 401(K) PLAN

Measure Date Value
2021: VISION GROUP HOLDINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,132
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VISION GROUP HOLDINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,349
Total number of active participants reported on line 7a of the Form 55002020-01-01151
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01977
Total of all active and inactive participants2020-01-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,132
Number of participants with account balances2020-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VISION GROUP HOLDINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,235
Total number of active participants reported on line 7a of the Form 55002019-01-011,012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01312
Total of all active and inactive participants2019-01-011,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,325
Number of participants with account balances2019-01-011,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0154
2018: VISION GROUP HOLDINGS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,222
Total number of active participants reported on line 7a of the Form 55002018-01-011,038
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01244
Total of all active and inactive participants2018-01-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,282
Number of participants with account balances2018-01-011,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: VISION GROUP HOLDINGS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01961
Total number of active participants reported on line 7a of the Form 55002017-01-011,044
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01165
Total of all active and inactive participants2017-01-011,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,209
Number of participants with account balances2017-01-011,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01217
2016: VISION GROUP HOLDINGS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,470
Total number of active participants reported on line 7a of the Form 55002016-01-01943
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01224
Total of all active and inactive participants2016-01-011,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,167
Number of participants with account balances2016-01-011,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01153
2015: VISION GROUP HOLDINGS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,182
Total number of active participants reported on line 7a of the Form 55002015-01-01776
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01688
Total of all active and inactive participants2015-01-011,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,464
Number of participants with account balances2015-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0149
2014: VISION GROUP HOLDINGS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01920
Total number of active participants reported on line 7a of the Form 55002014-01-01458
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01579
Total of all active and inactive participants2014-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,037
Number of participants with account balances2014-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128

Financial Data on VISION GROUP HOLDINGS 401(K) PLAN

Measure Date Value
2021 : VISION GROUP HOLDINGS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total income from all sources (including contributions)2021-05-31$835,031
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$25,930,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$25,908,884
Expenses. Certain deemed distributions of participant loans2021-05-31$-20,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$0
Value of total assets at end of year2021-05-31$0
Value of total assets at beginning of year2021-05-31$25,095,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$42,166
Total interest from all sources2021-05-31$359
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$3,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-05-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$3,397
Was this plan covered by a fidelity bond2021-05-31No
If this is an individual account plan, was there a blackout period2021-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Participant contributions at end of year2021-05-31$0
Participant contributions at beginning of year2021-05-31$177,471
Other income not declared elsewhere2021-05-31$2
Administrative expenses (other) incurred2021-05-31$42,166
Total non interest bearing cash at beginning of year2021-05-31$-1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$-25,095,694
Value of net assets at end of year (total assets less liabilities)2021-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$25,095,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$23,859,904
Interest on participant loans2021-05-31$359
Value of interest in common/collective trusts at end of year2021-05-31$0
Value of interest in common/collective trusts at beginning of year2021-05-31$1,058,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$826,688
Net investment gain or loss from common/collective trusts2021-05-31$4,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$25,908,884
Did the plan have assets held for investment2021-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31Yes
Opinion of an independent qualified public accountant for this plan2021-05-31Disclaimer
Accountancy firm name2021-05-31SEE ATTACHED REASONABLE CAUSE
Accountancy firm EIN2021-05-31510487674
2020 : VISION GROUP HOLDINGS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,293,126
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,540,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,344,177
Expenses. Certain deemed distributions of participant loans2020-12-31$-1,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,939,331
Value of total assets at end of year2020-12-31$25,095,694
Value of total assets at beginning of year2020-12-31$29,343,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$197,896
Total interest from all sources2020-12-31$14,407
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$490,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$490,920
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,535,689
Participant contributions at end of year2020-12-31$177,471
Participant contributions at beginning of year2020-12-31$487,361
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$195,720
Other income not declared elsewhere2020-12-31$-23,481
Administrative expenses (other) incurred2020-12-31$197,896
Total non interest bearing cash at end of year2020-12-31$-1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-4,247,452
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,095,694
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,343,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,859,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,437,382
Interest on participant loans2020-12-31$14,407
Value of interest in common/collective trusts at end of year2020-12-31$1,058,320
Value of interest in common/collective trusts at beginning of year2020-12-31$418,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,854,369
Net investment gain or loss from common/collective trusts2020-12-31$17,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$207,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,344,177
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SEE ATTACHED REASONABLE CAUSE
Accountancy firm EIN2020-12-31510487674
2019 : VISION GROUP HOLDINGS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,472,729
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,684,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,568,208
Expenses. Certain deemed distributions of participant loans2019-12-31$14,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,415,852
Value of total assets at end of year2019-12-31$29,343,146
Value of total assets at beginning of year2019-12-31$22,554,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,002
Total interest from all sources2019-12-31$26,308
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$605,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$605,520
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,177,995
Participant contributions at end of year2019-12-31$487,361
Participant contributions at beginning of year2019-12-31$379,640
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$741,807
Other income not declared elsewhere2019-12-31$-553
Administrative expenses (other) incurred2019-12-31$102,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,788,180
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,343,146
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,554,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,437,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,906,620
Interest on participant loans2019-12-31$26,308
Value of interest in common/collective trusts at end of year2019-12-31$418,403
Value of interest in common/collective trusts at beginning of year2019-12-31$268,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,415,735
Net investment gain or loss from common/collective trusts2019-12-31$9,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$496,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,568,208
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : VISION GROUP HOLDINGS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,703,165
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,257,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,130,061
Expenses. Certain deemed distributions of participant loans2018-12-31$7,481
Value of total corrective distributions2018-12-31$22,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,783,274
Value of total assets at end of year2018-12-31$22,554,966
Value of total assets at beginning of year2018-12-31$24,109,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$97,694
Total interest from all sources2018-12-31$16,790
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$601,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$601,184
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,048,346
Participant contributions at end of year2018-12-31$379,640
Participant contributions at beginning of year2018-12-31$331,384
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$309,264
Other income not declared elsewhere2018-12-31$-1,992
Administrative expenses (other) incurred2018-12-31$97,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,554,421
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,554,966
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,109,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,906,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,912,259
Interest on participant loans2018-12-31$16,790
Value of interest in common/collective trusts at end of year2018-12-31$268,706
Value of interest in common/collective trusts at beginning of year2018-12-31$1,865,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,702,463
Net investment gain or loss from common/collective trusts2018-12-31$6,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$425,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,130,061
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON
Accountancy firm EIN2018-12-31366055558
2017 : VISION GROUP HOLDINGS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,582,144
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,389,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,267,323
Expenses. Certain deemed distributions of participant loans2017-12-31$3,084
Value of total corrective distributions2017-12-31$1,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,182,616
Value of total assets at end of year2017-12-31$24,109,387
Value of total assets at beginning of year2017-12-31$18,916,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$117,759
Total interest from all sources2017-12-31$9,666
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$873,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$873,213
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,514,739
Participant contributions at end of year2017-12-31$331,384
Participant contributions at beginning of year2017-12-31$216,161
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$999,688
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$289,448
Other income not declared elsewhere2017-12-31$10,610
Administrative expenses (other) incurred2017-12-31$117,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,192,850
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,109,387
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,916,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,912,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,922,104
Interest on participant loans2017-12-31$9,666
Value of interest in common/collective trusts at end of year2017-12-31$1,865,744
Value of interest in common/collective trusts at beginning of year2017-12-31$778,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,472,362
Net investment gain or loss from common/collective trusts2017-12-31$33,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$378,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,267,323
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORTON
Accountancy firm EIN2017-12-31366055558
2016 : VISION GROUP HOLDINGS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$13,023,335
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,945,255
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,647,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,562,960
Expenses. Certain deemed distributions of participant loans2016-12-31$9,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,439,640
Value of total assets at end of year2016-12-31$18,916,537
Value of total assets at beginning of year2016-12-31$3,595,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,101
Total interest from all sources2016-12-31$10,556
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$441,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$441,507
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$360,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,855,673
Participant contributions at end of year2016-12-31$216,161
Participant contributions at beginning of year2016-12-31$96,860
Assets. Other investments not covered elsewhere at end of year2016-12-31$999,688
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$214,425
Other income not declared elsewhere2016-12-31$16,158
Administrative expenses (other) incurred2016-12-31$75,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,298,011
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,916,537
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,595,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,922,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,133,849
Interest on participant loans2016-12-31$10,556
Value of interest in common/collective trusts at end of year2016-12-31$778,584
Value of interest in common/collective trusts at beginning of year2016-12-31$364,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,031,993
Net investment gain or loss from common/collective trusts2016-12-31$5,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$369,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,562,960
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORTON
Accountancy firm EIN2016-12-31366055558
2015 : VISION GROUP HOLDINGS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$778,800
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$224,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$207,210
Expenses. Certain deemed distributions of participant loans2015-12-31$381
Value of total corrective distributions2015-12-31$11,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$821,805
Value of total assets at end of year2015-12-31$3,595,191
Value of total assets at beginning of year2015-12-31$3,041,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,600
Total interest from all sources2015-12-31$3,596
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$228,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$228,651
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$305,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$627,005
Participant contributions at end of year2015-12-31$96,860
Participant contributions at beginning of year2015-12-31$65,300
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$75,600
Other income not declared elsewhere2015-12-31$17
Administrative expenses (other) incurred2015-12-31$5,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$554,041
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,595,191
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,041,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,133,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,975,850
Interest on participant loans2015-12-31$3,596
Value of interest in common/collective trusts at end of year2015-12-31$364,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-278,111
Net investment gain or loss from common/collective trusts2015-12-31$2,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$119,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$207,210
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORTON
Accountancy firm EIN2015-12-31366055558
2014 : VISION GROUP HOLDINGS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$825,629
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$242,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$214,419
Expenses. Certain deemed distributions of participant loans2014-12-31$2,060
Value of total corrective distributions2014-12-31$22,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$645,490
Value of total assets at end of year2014-12-31$3,041,150
Value of total assets at beginning of year2014-12-31$2,458,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,064
Total interest from all sources2014-12-31$2,620
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$211,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$211,686
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$246,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$496,429
Participant contributions at end of year2014-12-31$65,300
Participant contributions at beginning of year2014-12-31$50,081
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$57,009
Other income not declared elsewhere2014-12-31$458
Administrative expenses (other) incurred2014-12-31$4,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$582,931
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,041,150
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,458,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,975,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,408,138
Interest on participant loans2014-12-31$2,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-34,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$92,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$214,419
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORTON
Accountancy firm EIN2014-12-31366055558

Form 5500 Responses for VISION GROUP HOLDINGS 401(K) PLAN

2021: VISION GROUP HOLDINGS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VISION GROUP HOLDINGS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VISION GROUP HOLDINGS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VISION GROUP HOLDINGS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VISION GROUP HOLDINGS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VISION GROUP HOLDINGS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VISION GROUP HOLDINGS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VISION GROUP HOLDINGS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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