401k Plan data: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN plan

VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 401k Plan overview

Plan Name	VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN
Plan identification number	001

VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VISTA MANAGEMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: VISTA MANAGEMENT COMPANY

Employer identification number (EIN): 760163534

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LEAH WEBSTER 2023-04-24
001 2021-01-01 LEAH WEBSTER 2022-04-12
001 2021-01-01 LEAH WEBSTER 2022-06-03
001 2020-01-01 LEAH WEBSTER 2021-05-10
001 2019-01-01 LEAH WEBSTER 2020-09-25
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 IVY LOYD
001 2011-01-01 IVY LOYD
001 2009-01-01 IVY LOYD

Plan Statistics for VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN

401k plan membership statisitcs for VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN

Measure Date Value
2022: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 25
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 18
Total of all active and inactive participants 2022-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 43
Number of participants with account balances 2022-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 27
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 50
Number of participants with account balances 2021-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 27
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 41
Number of participants with account balances 2020-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 26
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 37
Number of participants with account balances 2019-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 23
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 38
Number of participants with account balances 2018-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 34
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 44
Number of participants with account balances 2017-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 45
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 45
Number of participants with account balances 2016-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 36
Number of retired or separated participants receiving benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 46
Total participants 2015-01-01 46
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 43
Total participants 2014-01-01 43
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 11
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 37
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
Number of retired or separated participants receiving benefits 2012-01-01 10
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 38
Number of participants with account balances 2012-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
Number of retired or separated participants receiving benefits 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 34
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
Number of retired or separated participants receiving benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 33
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	25
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	43
Number of participants with account balances	2022-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	27
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	50
Number of participants with account balances	2021-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	27
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	41
Number of participants with account balances	2020-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	26
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	37
Number of participants with account balances	2019-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	23
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	38
Number of participants with account balances	2018-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	34
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	44
Number of participants with account balances	2017-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	45
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	45
Number of participants with account balances	2016-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	36
Number of retired or separated participants receiving benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	46
Total participants	2015-01-01	46
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	43
Total participants	2014-01-01	43
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	11
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	37
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
Number of retired or separated participants receiving benefits	2012-01-01	10
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	38
Number of participants with account balances	2012-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
Number of retired or separated participants receiving benefits	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	34
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
Number of retired or separated participants receiving benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	33
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN

Measure	Date	Value
2022 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-74,620
Expenses. Total of all expenses incurred	2022-12-31	$9,674
Benefits paid (including direct rollovers)	2022-12-31	$9,504
Total plan assets at end of year	2022-12-31	$829,915
Total plan assets at beginning of year	2022-12-31	$914,209
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$53,888
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-144,346
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-84,294
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$829,915
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$914,209
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$33,383
Total contributions received or receivable from employer(s)	2022-12-31	$15,838
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$170
2021 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$177,059
Expenses. Total of all expenses incurred	2021-12-31	$4,030
Benefits paid (including direct rollovers)	2021-12-31	$4,030
Total plan assets at end of year	2021-12-31	$914,209
Total plan assets at beginning of year	2021-12-31	$741,180
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$51,679
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$109,983
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$173,029
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$914,209
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$741,180
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$24,714
Total contributions received or receivable from employer(s)	2021-12-31	$15,397
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$155,527
Expenses. Total of all expenses incurred	2020-12-31	$20,721
Benefits paid (including direct rollovers)	2020-12-31	$20,551
Total plan assets at end of year	2020-12-31	$741,180
Total plan assets at beginning of year	2020-12-31	$606,374
Total contributions received or receivable from participants	2020-12-31	$51,925
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$87,022
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$134,806
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$741,180
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$606,374
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$26,352
Total contributions received or receivable from employer(s)	2020-12-31	$16,580
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$164,916
Expenses. Total of all expenses incurred	2019-12-31	$52,028
Benefits paid (including direct rollovers)	2019-12-31	$51,608
Total plan assets at end of year	2019-12-31	$606,374
Total plan assets at beginning of year	2019-12-31	$493,486
Total contributions received or receivable from participants	2019-12-31	$56,901
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$90,407
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$112,888
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$606,374
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$493,486
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$28,398
Total contributions received or receivable from employer(s)	2019-12-31	$17,608
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$67,750
Expenses. Total of all expenses incurred	2018-12-31	$39,022
Benefits paid (including direct rollovers)	2018-12-31	$37,822
Total plan assets at end of year	2018-12-31	$493,486
Total plan assets at beginning of year	2018-12-31	$464,758
Total contributions received or receivable from participants	2018-12-31	$75,974
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-28,908
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$28,728
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$493,486
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$464,758
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$29,565
Total contributions received or receivable from employer(s)	2018-12-31	$20,684
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$1,239
Total income from all sources	2017-12-31	$184,484
Expenses. Total of all expenses incurred	2017-12-31	$50,774
Benefits paid (including direct rollovers)	2017-12-31	$49,772
Total plan assets at end of year	2017-12-31	$464,758
Total plan assets at beginning of year	2017-12-31	$332,287
Total contributions received or receivable from participants	2017-12-31	$105,984
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$46,948
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$133,710
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$464,758
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$331,048
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$33,004
Total contributions received or receivable from employer(s)	2017-12-31	$31,552
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,002
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$1,239
Total plan liabilities at beginning of year	2016-12-31	$1,239
Total income from all sources	2016-12-31	$90,481
Expenses. Total of all expenses incurred	2016-12-31	$3,421
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$332,287
Total plan assets at beginning of year	2016-12-31	$245,227
Total contributions received or receivable from participants	2016-12-31	$68,840
Expenses. Other expenses not covered elsewhere	2016-12-31	$3,421
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$6,519
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$87,060
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$331,048
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$243,988
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$35,029
Total contributions received or receivable from employer(s)	2016-12-31	$15,122
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$1,239
Total plan liabilities at beginning of year	2015-12-31	$1,239
Total income from all sources	2015-12-31	$-5,852
Expenses. Total of all expenses incurred	2015-12-31	$3,867
Total plan assets at end of year	2015-12-31	$245,227
Total plan assets at beginning of year	2015-12-31	$254,946
Value of fidelity bond covering the plan	2015-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$3,867
Other income received	2015-12-31	$-5,852
Net income (gross income less expenses)	2015-12-31	$-9,719
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$243,988
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$253,707
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$36,879
2014 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,239
Total plan liabilities at beginning of year	2014-12-31	$1,239
Total income from all sources	2014-12-31	$4,855
Expenses. Total of all expenses incurred	2014-12-31	$18,636
Benefits paid (including direct rollovers)	2014-12-31	$15,183
Total plan assets at end of year	2014-12-31	$254,946
Total plan assets at beginning of year	2014-12-31	$268,727
Value of fidelity bond covering the plan	2014-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,453
Other income received	2014-12-31	$4,855
Net income (gross income less expenses)	2014-12-31	$-13,781
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$253,707
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$267,488
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$36,418
2013 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,239
Total plan liabilities at beginning of year	2013-12-31	$1,239
Total income from all sources	2013-12-31	$19,108
Expenses. Total of all expenses incurred	2013-12-31	$1,280
Total plan assets at end of year	2013-12-31	$268,727
Total plan assets at beginning of year	2013-12-31	$250,899
Value of fidelity bond covering the plan	2013-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,280
Other income received	2013-12-31	$19,108
Net income (gross income less expenses)	2013-12-31	$17,828
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$267,488
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$249,660
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$36,312
2012 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,239
Total plan liabilities at beginning of year	2012-12-31	$1,239
Total income from all sources	2012-12-31	$-1,631
Expenses. Total of all expenses incurred	2012-12-31	$222
Total plan assets at end of year	2012-12-31	$250,899
Total plan assets at beginning of year	2012-12-31	$252,752
Value of fidelity bond covering the plan	2012-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$222
Other income received	2012-12-31	$-1,631
Net income (gross income less expenses)	2012-12-31	$-1,853
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$249,660
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$251,513
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$36,507
2011 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,239
Total plan liabilities at beginning of year	2011-12-31	$1,069
Total income from all sources	2011-12-31	$5,175
Expenses. Total of all expenses incurred	2011-12-31	$4,111
Total plan assets at end of year	2011-12-31	$252,752
Total plan assets at beginning of year	2011-12-31	$251,518
Value of fidelity bond covering the plan	2011-12-31	$25,000
Assets. Value of loans (other than to participants)	2011-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$4,111
Other income received	2011-12-31	$5,175
Net income (gross income less expenses)	2011-12-31	$1,064
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$251,513
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$250,449
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$34,187
2010 : VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$1,069
Total plan liabilities at beginning of year	2010-12-31	$1,069
Total income from all sources	2010-12-31	$50,844
Expenses. Total of all expenses incurred	2010-12-31	$199
Total plan assets at end of year	2010-12-31	$251,518
Total plan assets at beginning of year	2010-12-31	$200,873
Assets. Value of loans (other than to participants)	2010-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$199
Other income received	2010-12-31	$50,844
Net income (gross income less expenses)	2010-12-31	$50,645
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$250,449
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$199,804
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$34,564

Form 5500 Responses for VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN

2022: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: VISTA MANAGEMENT COMPANY, INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VISTA MANAGEMENT COMPANY
Employer identification number (EIN):	760163534
NAIC Classification:	531310

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	LEAH WEBSTER	2023-04-24
001	2021-01-01	LEAH WEBSTER	2022-04-12
001	2021-01-01	LEAH WEBSTER	2022-06-03
001	2020-01-01	LEAH WEBSTER	2021-05-10
001	2019-01-01	LEAH WEBSTER	2020-09-25
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	IVY LOYD
001	2011-01-01	IVY LOYD
001	2009-01-01	IVY LOYD