401k Plan data: THE VISIONAIRE GROUP INC. 401(K) PROFIT SHARING PLAN plan

THE VISIONAIRE GROUP INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE VISIONAIRE GROUP INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE VISIONAIRE GROUP INC. 401(K) 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.
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.

401k Sponsoring company profile

THE VISIONAIRE GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name: THE VISIONAIRE GROUP INC.

Employer identification number (EIN): 208274677

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE VISIONAIRE GROUP INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAKE HOLZKNECHT 2024-06-24
001 2022-01-01 JACOB HOLZKNECHT 2023-07-21
001 2021-01-01 JACOB HOLZKNECHT 2022-07-05
001 2020-01-01 JACOB HOLZKNECHT 2021-07-15
001 2019-01-01 JACOB HOLZKNECHT 2020-07-16
001 2018-01-01 SHERRY HONG 2019-06-06
001 2017-01-01 SHERRY HONG 2018-07-06
001 2016-01-01 SHERRY HONG 2017-05-19
001 2015-01-01 CATHERINE BONES 2016-07-08
001 2014-01-01 CATHERINE BONES 2015-09-09
001 2013-01-01 CATHERINE BONES 2014-07-18
001 2012-01-01 SHERRY HONG 2013-07-12
001 2011-01-01 SHERRY HONG 2012-07-02
001 2010-01-01 THE VISIONAIRE GROUP INC 2011-04-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JAKE HOLZKNECHT	2024-06-24
001	2022-01-01	JACOB HOLZKNECHT	2023-07-21
001	2021-01-01	JACOB HOLZKNECHT	2022-07-05
001	2020-01-01	JACOB HOLZKNECHT	2021-07-15
001	2019-01-01	JACOB HOLZKNECHT	2020-07-16
001	2018-01-01	SHERRY HONG	2019-06-06
001	2017-01-01	SHERRY HONG	2018-07-06
001	2016-01-01	SHERRY HONG	2017-05-19
001	2015-01-01	CATHERINE BONES	2016-07-08
001	2014-01-01	CATHERINE BONES	2015-09-09
001	2013-01-01	CATHERINE BONES	2014-07-18
001	2012-01-01	SHERRY HONG	2013-07-12
001	2011-01-01	SHERRY HONG	2012-07-02
001	2010-01-01	THE VISIONAIRE GROUP INC	2011-04-29

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Company Name:	THE VISIONAIRE GROUP INC.
Employer identification number (EIN):	208274677
NAIC Classification:	541800