Original filing (PDF)20251028095735NAL0006119491001

Shared Visions LLC

Name: Shared Visions LLC — Shared Visions, LLC 401(k), Form 5500 (2023)
Creator: Shared Visions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shared Visions, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Shared Visions LLC's Shared Visions, LLC 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 13.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

David Ardaya signed Shared Visions LLC's 2023 Form 5500 as plan administrator.

David Ardaya — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shared Visions LLC's EIN is 83-3623852.

EIN 83-3623852

Plan number 001

Plan year 2023

ACK ID 20251028095735NAL0006119491001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Shared Visions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Shared Visions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARED VISIONS LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off