401(k)
2024 plan-year 401(k) DOL Form 5500

American Vision Group LLC 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by American Vision Group LLC ยท Florida ยท Professional & Technical Services

What the 2023 filing shows

American Vision Group LLC 401(k) Profit Sharing Plan & Trust holds $3M for 235 participants - about $11,487 per participant, up 10.9% over the 2024 plan year.

$3M
total plan assets (2024 EOY)
235
covered participants
$11,487
avg assets per participant
+10.9%
assets growth YoY
Total Assets (2023)
$3M
Participants
235
State
Industry
Professional & Technical Services

What the Filing Says About American Vision Group LLC 401(k) Profit Sharing Plan & Trust

American Vision Group LLC 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by American Vision Group LLC, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 235 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 832136533, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2024 to $3M at year-end โ€” a gain of 10.9%. Net assets (after liabilities) closed the year at $3M, with reported net income of $266K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$266K
Plan Type401(k)
Employer EIN832136533
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Vision Group LLC)

Year Plans Participants Total Assets
2022 1 219 $2M
2024 1 235 $3M

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Frequently Asked Questions

How much money is in the American Vision Group LLC 401(k) Profit Sharing Plan & Trust?
As of the 2024 Form 5500 filing, American Vision Group LLC 401(k) Profit Sharing Plan & Trust holds $3M in total assets with 235 participants. It is sponsored by American Vision Group LLC.
What type of plan is American Vision Group LLC 401(k) Profit Sharing Plan & Trust?
American Vision Group LLC 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 832136533.
Who sponsors the American Vision Group LLC 401(k) Profit Sharing Plan & Trust?
American Vision Group LLC 401(k) Profit Sharing Plan & Trust is sponsored by American Vision Group LLC, located in Florida. The sponsor's EIN is 832136533 and the plan operates in the Professional & Technical Services industry.
How did American Vision Group LLC 401(k) Profit Sharing Plan & Trust perform in 2024?
American Vision Group LLC 401(k) Profit Sharing Plan & Trust grew by 10.9% during 2024, moving from $2M to $3M in total assets. Net income was $266K.
Where can I find official filings for American Vision Group LLC 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for American Vision Group LLC 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 832136533 or plan name at efast.dol.gov.
How does American Vision Group LLC 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare American Vision Group LLC 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 832136533.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.