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VISION 401k Plan overview

Plan NameVISION
Plan identification number 504

VISION Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Vision

401k Sponsoring company profile

DAVIS PARTNERSHIP, P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVIS PARTNERSHIP, P.C.
Employer identification number (EIN):840633105
NAIC Classification:541310
NAIC Description:Architectural Services

Additional information about DAVIS PARTNERSHIP, P.C.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1973-01-22
Company Identification Number: 19871253188
Legal Registered Office Address: 2901 BLAKE STREET STE 100
Suite 100
DENVER
United States of America (USA)
80205

More information about DAVIS PARTNERSHIP, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-11-01LIZ LOSASSO2024-01-25

Plan Statistics for VISION

401k plan membership statisitcs for VISION

Measure Date Value
2022: VISION 2022 401k membership
Total participants, beginning-of-year2022-11-01112
Total number of active participants reported on line 7a of the Form 55002022-11-010
Number of retired or separated participants receiving benefits2022-11-010
Number of other retired or separated participants entitled to future benefits2022-11-010
Total of all active and inactive participants2022-11-010
Number of employers contributing to the scheme2022-11-010

Form 5500 Responses for VISION

2022: VISION 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01First time form 5500 has been submittedYes
2022-11-01This submission is the final filingYes
2022-11-01Plan funding arrangement – InsuranceYes
2022-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number40024613
Policy instance 1
Insurance contract or identification number40024613
Number of Individuals Covered81
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $980
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $522
Amount paid for insurance broker fees0
Insurance broker organization code?3

Potentially related plans

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