401k Plan data: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN plan

ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 401k Plan overview

Plan Name	ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN
Plan identification number	001

ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

ENVISION FINANCIAL SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ENVISION FINANCIAL SYSTEMS, INC.

Employer identification number (EIN): 330636057

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01
001 2021-04-01
001 2020-04-01
001 2019-04-01
001 2018-04-01
001 2017-04-01 JOY BARNES
001 2016-04-01
001 2015-04-01 SATNAM GAMBHIR 2016-10-28
001 2014-04-01 SATNAM GAMBHIR 2016-01-06
001 2013-04-01 SATNAM GAMBHIR 2014-12-12
001 2012-04-01 SATNAM GAMBHIR 2014-01-13 SATNAM GAMBHIR 2014-01-13
001 2011-04-01 SATNAM GAMBHIR 2013-01-07
001 2010-04-01 CONTRACT ADMINISTRATOR 2012-01-12
001 2009-02-01 SATNAM GAMBHIR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-04-01
001	2021-04-01
001	2020-04-01
001	2019-04-01
001	2018-04-01
001	2017-04-01	JOY BARNES
001	2016-04-01
001	2015-04-01	SATNAM GAMBHIR	2016-10-28
001	2014-04-01	SATNAM GAMBHIR	2016-01-06
001	2013-04-01	SATNAM GAMBHIR	2014-12-12
001	2012-04-01	SATNAM GAMBHIR	2014-01-13	SATNAM GAMBHIR	2014-01-13
001	2011-04-01	SATNAM GAMBHIR	2013-01-07
001	2010-04-01	CONTRACT ADMINISTRATOR	2012-01-12
001	2009-02-01	SATNAM GAMBHIR

Plan Statistics for ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN

401k plan membership statisitcs for ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN

Measure Date Value
2022: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 55
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 40
Number of retired or separated participants receiving benefits 2022-04-01 0
Number of other retired or separated participants entitled to future benefits 2022-04-01 6
Total of all active and inactive participants 2022-04-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 46
Number of participants with account balances 2022-04-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 0
2021: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 50
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 55
Total of all active and inactive participants 2021-04-01 55
Total participants 2021-04-01 55
Number of participants with account balances 2021-04-01 42
2020: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 46
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 42
Number of other retired or separated participants entitled to future benefits 2020-04-01 8
Total of all active and inactive participants 2020-04-01 50
Total participants 2020-04-01 50
Number of participants with account balances 2020-04-01 43
2019: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 46
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 38
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 8
Total of all active and inactive participants 2019-04-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 46
Number of participants with account balances 2019-04-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 1
2018: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 45
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 41
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 5
Total of all active and inactive participants 2018-04-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 46
Number of participants with account balances 2018-04-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 43
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 39
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 6
Total of all active and inactive participants 2017-04-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 45
Number of participants with account balances 2017-04-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2009: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 32
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 2
Total of all active and inactive participants 2009-02-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 34
Number of participants with account balances 2009-02-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2022: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	55
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	40
Number of retired or separated participants receiving benefits	2022-04-01	0
Number of other retired or separated participants entitled to future benefits	2022-04-01	6
Total of all active and inactive participants	2022-04-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	46
Number of participants with account balances	2022-04-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	0
2021: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	50
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	55
Total of all active and inactive participants	2021-04-01	55
Total participants	2021-04-01	55
Number of participants with account balances	2021-04-01	42
2020: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	46
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	42
Number of other retired or separated participants entitled to future benefits	2020-04-01	8
Total of all active and inactive participants	2020-04-01	50
Total participants	2020-04-01	50
Number of participants with account balances	2020-04-01	43
2019: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	46
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	38
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	8
Total of all active and inactive participants	2019-04-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	46
Number of participants with account balances	2019-04-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	1
2018: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	45
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	41
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	5
Total of all active and inactive participants	2018-04-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	46
Number of participants with account balances	2018-04-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	43
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	39
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	6
Total of all active and inactive participants	2017-04-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	45
Number of participants with account balances	2017-04-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2009: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	32
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	2
Total of all active and inactive participants	2009-02-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	34
Number of participants with account balances	2009-02-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN

Measure	Date	Value
2023 : ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-03-31	$0
Total plan liabilities at end of year	2023-03-31	$0
Total plan liabilities at beginning of year	2023-03-31	$0
Total income from all sources	2023-03-31	$-1,165,580
Expenses. Total of all expenses incurred	2023-03-31	$99,190
Benefits paid (including direct rollovers)	2023-03-31	$94,733
Total plan assets at end of year	2023-03-31	$11,997,577
Total plan assets at beginning of year	2023-03-31	$13,262,347
Value of fidelity bond covering the plan	2023-03-31	$500,000
Total contributions received or receivable from participants	2023-03-31	$123,124
Expenses. Other expenses not covered elsewhere	2023-03-31	$0
Contributions received from other sources (not participants or employers)	2023-03-31	$0
Other income received	2023-03-31	$-1,320,742
Noncash contributions received	2023-03-31	$0
Net income (gross income less expenses)	2023-03-31	$-1,264,770
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$11,997,577
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$13,262,347
Assets. Value of participant loans	2023-03-31	$33,326
Total contributions received or receivable from employer(s)	2023-03-31	$32,038
Value of certain deemed distributions of participant loans	2023-03-31	$1,495
Value of corrective distributions	2023-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-03-31	$2,962
2022 : ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-03-31	$0
Total plan liabilities at end of year	2022-03-31	$0
Total plan liabilities at beginning of year	2022-03-31	$0
Total income from all sources	2022-03-31	$1,699,663
Expenses. Total of all expenses incurred	2022-03-31	$272,057
Benefits paid (including direct rollovers)	2022-03-31	$269,129
Total plan assets at end of year	2022-03-31	$13,262,347
Total plan assets at beginning of year	2022-03-31	$11,834,741
Value of fidelity bond covering the plan	2022-03-31	$500,000
Total contributions received or receivable from participants	2022-03-31	$951,231
Expenses. Other expenses not covered elsewhere	2022-03-31	$0
Contributions received from other sources (not participants or employers)	2022-03-31	$0
Other income received	2022-03-31	$719,132
Noncash contributions received	2022-03-31	$0
Net income (gross income less expenses)	2022-03-31	$1,427,606
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$13,262,347
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$11,834,741
Assets. Value of participant loans	2022-03-31	$4,673
Total contributions received or receivable from employer(s)	2022-03-31	$29,300
Value of certain deemed distributions of participant loans	2022-03-31	$88
Value of corrective distributions	2022-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-03-31	$2,840
2021 : ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-03-31	$0
Total plan liabilities at end of year	2021-03-31	$0
Total plan liabilities at beginning of year	2021-03-31	$0
Total income from all sources	2021-03-31	$5,434,269
Expenses. Total of all expenses incurred	2021-03-31	$167,204
Benefits paid (including direct rollovers)	2021-03-31	$164,991
Total plan assets at end of year	2021-03-31	$11,834,741
Total plan assets at beginning of year	2021-03-31	$6,567,676
Value of fidelity bond covering the plan	2021-03-31	$500,000
Assets. Value of tangible personal property	2021-03-31	$0
Total contributions received or receivable from participants	2021-03-31	$409,623
Assets. Value of loans (other than to participants)	2021-03-31	$0
Expenses. Other expenses not covered elsewhere	2021-03-31	$0
Contributions received from other sources (not participants or employers)	2021-03-31	$132,310
Other income received	2021-03-31	$4,864,178
Noncash contributions received	2021-03-31	$0
Net income (gross income less expenses)	2021-03-31	$5,267,065
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$11,834,741
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$6,567,676
Assets. Value of participant loans	2021-03-31	$11,786
Assets. Value of assets in partnership/joint-venture interests	2021-03-31	$0
Assets. Value of real-estate (other than employer real property)	2021-03-31	$0
Assets. Value of employer securities	2021-03-31	$0
Assets. Value of employer real property	2021-03-31	$0
Total contributions received or receivable from employer(s)	2021-03-31	$28,158
Value of certain deemed distributions of participant loans	2021-03-31	$0
Value of corrective distributions	2021-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-03-31	$2,213
2020 : ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-03-31	$461
Total plan liabilities at end of year	2020-03-31	$0
Total plan liabilities at beginning of year	2020-03-31	$0
Total income from all sources	2020-03-31	$152,177
Expenses. Total of all expenses incurred	2020-03-31	$228,877
Benefits paid (including direct rollovers)	2020-03-31	$226,746
Total plan assets at end of year	2020-03-31	$6,567,676
Total plan assets at beginning of year	2020-03-31	$6,643,915
Value of fidelity bond covering the plan	2020-03-31	$500,000
Assets. Value of tangible personal property	2020-03-31	$0
Total contributions received or receivable from participants	2020-03-31	$436,528
Assets. Value of loans (other than to participants)	2020-03-31	$0
Expenses. Other expenses not covered elsewhere	2020-03-31	$0
Contributions received from other sources (not participants or employers)	2020-03-31	$0
Other income received	2020-03-31	$-312,009
Noncash contributions received	2020-03-31	$0
Net income (gross income less expenses)	2020-03-31	$-76,700
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$6,567,676
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$6,643,915
Assets. Value of participant loans	2020-03-31	$48,428
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-03-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-03-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-03-31	$0
Assets. Value of real-estate (other than employer real property)	2020-03-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-03-31	$0
Assets. Value of employer securities	2020-03-31	$0
Assets. Value of employer real property	2020-03-31	$0
Total contributions received or receivable from employer(s)	2020-03-31	$27,658
Value of certain deemed distributions of participant loans	2020-03-31	$0
Value of corrective distributions	2020-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$2,131
2019 : ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-03-31	$0
Total plan liabilities at end of year	2019-03-31	$0
Total plan liabilities at beginning of year	2019-03-31	$0
Total income from all sources	2019-03-31	$799,195
Expenses. Total of all expenses incurred	2019-03-31	$5,957
Benefits paid (including direct rollovers)	2019-03-31	$3,763
Total plan assets at end of year	2019-03-31	$6,643,915
Total plan assets at beginning of year	2019-03-31	$5,850,677
Value of fidelity bond covering the plan	2019-03-31	$500,000
Total contributions received or receivable from participants	2019-03-31	$382,158
Expenses. Other expenses not covered elsewhere	2019-03-31	$0
Contributions received from other sources (not participants or employers)	2019-03-31	$81,204
Other income received	2019-03-31	$309,640
Noncash contributions received	2019-03-31	$0
Net income (gross income less expenses)	2019-03-31	$793,238
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$6,643,915
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$5,850,677
Assets. Value of participant loans	2019-03-31	$58,292
Total contributions received or receivable from employer(s)	2019-03-31	$26,193
Value of certain deemed distributions of participant loans	2019-03-31	$0
Value of corrective distributions	2019-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$2,194
2018 : ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-03-31	$0
Total plan liabilities at end of year	2018-03-31	$0
Total plan liabilities at beginning of year	2018-03-31	$0
Total income from all sources	2018-03-31	$1,154,587
Expenses. Total of all expenses incurred	2018-03-31	$219,412
Benefits paid (including direct rollovers)	2018-03-31	$218,287
Total plan assets at end of year	2018-03-31	$5,850,677
Total plan assets at beginning of year	2018-03-31	$4,915,502
Value of fidelity bond covering the plan	2018-03-31	$500,000
Total contributions received or receivable from participants	2018-03-31	$488,864
Expenses. Other expenses not covered elsewhere	2018-03-31	$0
Contributions received from other sources (not participants or employers)	2018-03-31	$196,204
Other income received	2018-03-31	$444,169
Noncash contributions received	2018-03-31	$0
Net income (gross income less expenses)	2018-03-31	$935,175
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$5,850,677
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$4,915,502
Assets. Value of participant loans	2018-03-31	$25,448
Total contributions received or receivable from employer(s)	2018-03-31	$25,350
Value of certain deemed distributions of participant loans	2018-03-31	$0
Value of corrective distributions	2018-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-03-31	$1,125

Form 5500 Responses for ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN

2022: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	This submission is the final filing	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	This submission is the final filing	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2009: ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ENVISION FINANCIAL SYSTEMS, INC.
Employer identification number (EIN):	330636057
NAIC Classification:	523900