401k Plan data: VISION EQUITY INC. RETIREMENT PLAN plan

VISION EQUITY INC. RETIREMENT PLAN 401k Plan overview

Plan Name	VISION EQUITY INC. RETIREMENT PLAN
Plan identification number	001

VISION EQUITY INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

VISION EQUITY INC. has sponsored the creation of one or more 401k plans.

Company Name: VISION EQUITY INC.

Employer identification number (EIN): 813321062

NAIC Classification: 453990

Additional information about VISION EQUITY INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2016-07-18

Company Identification Number: P16000060028

Legal Registered Office Address: 22583 CHEROKEE ROSE PLACE

LAND O LAKES

34639

More information about VISION EQUITY INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISION EQUITY INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 KENNETH JOHNSON
001 2016-07-21 KENNETH JOHNSON

Plan Statistics for VISION EQUITY INC. RETIREMENT PLAN

401k plan membership statisitcs for VISION EQUITY INC. RETIREMENT PLAN

Measure Date Value
2018: VISION EQUITY INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: VISION EQUITY INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: VISION EQUITY INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-21 1
Total number of active participants reported on line 7a of the Form 5500 2016-07-21 1
Number of retired or separated participants receiving benefits 2016-07-21 0
Number of other retired or separated participants entitled to future benefits 2016-07-21 0
Total of all active and inactive participants 2016-07-21 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-21 0
Total participants 2016-07-21 1
Number of participants with account balances 2016-07-21 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-21 0

Measure	Date	Value
2018: VISION EQUITY INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: VISION EQUITY INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: VISION EQUITY INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-21	1
Total number of active participants reported on line 7a of the Form 5500	2016-07-21	1
Number of retired or separated participants receiving benefits	2016-07-21	0
Number of other retired or separated participants entitled to future benefits	2016-07-21	0
Total of all active and inactive participants	2016-07-21	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-21	0
Total participants	2016-07-21	1
Number of participants with account balances	2016-07-21	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-21	0

Financial Data on VISION EQUITY INC. RETIREMENT PLAN

Measure	Date	Value
2018 : VISION EQUITY INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$2,019
Total plan assets at end of year	2018-12-31	$420,259
Total plan assets at beginning of year	2018-12-31	$418,240
Value of fidelity bond covering the plan	2018-12-31	$60,000
Other income received	2018-12-31	$2,019
Net income (gross income less expenses)	2018-12-31	$2,019
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$420,259
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$418,240
Assets. Value of employer securities	2018-12-31	$420,241
2017 : VISION EQUITY INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$19,915
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$418,240
Total plan assets at beginning of year	2017-12-31	$398,325
Value of fidelity bond covering the plan	2017-12-31	$60,000
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$19,915
Net income (gross income less expenses)	2017-12-31	$19,915
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$418,240
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$398,325
Assets. Value of employer securities	2017-12-31	$418,222
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : VISION EQUITY INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$398,325
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$398,325
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$60,000
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$599,828
Other income received	2016-12-31	$-201,503
Net income (gross income less expenses)	2016-12-31	$398,325
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$398,325
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$398,307
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0

Form 5500 Responses for VISION EQUITY INC. RETIREMENT PLAN

2018: VISION EQUITY INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VISION EQUITY INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VISION EQUITY INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-21	Type of plan entity	Single employer plan
2016-07-21	First time form 5500 has been submitted	Yes
2016-07-21	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-07-21	Plan funding arrangement – Trust	Yes
2016-07-21	Plan benefit arrangement - Trust	Yes

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Company Name:	VISION EQUITY INC.
Employer identification number (EIN):	813321062
NAIC Classification:	453990

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2016-07-18
Company Identification Number:	P16000060028
Legal Registered Office Address:	22583 CHEROKEE ROSE PLACE LAND O LAKES 34639

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01
001	2017-01-01	KENNETH JOHNSON
001	2016-07-21	KENNETH JOHNSON