Original filing (PDF)20250714163207NAL0000828483001

NEW VISION FOR INDEPENDENCE, INC.

Name: NEW VISION FOR INDEPENDENCE, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW VISION FOR INDEPENDENCE, INC., Form 5500 (2023)
Creator: NEW VISION FOR INDEPENDENCE, INC.

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF NEW VISION FOR INDEPENDENCE, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW VISION FOR INDEPENDENCE, INC..

Plan sponsor

Name

NEW VISION FOR INDEPENDENCE, INC.

EIN

20-3288751

Address

4072 UNITED AVE · MOUNT DORA, FL · 327572010

Phone

(352) 607-7607

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-14

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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