Plan5500

Venture Together, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Venture Together, Inc. (EIN 13-2661988) is a plan sponsor located in Nanuet, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2661988
Location
Nanuet, NY
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.1MSummed across loaded plans$10,071,110
Total reported assets$10.1M$10,071,110
Total reported participants1.6K1,569
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.1M total assets
Net assets$10.1MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$582.1K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$744.4K
Total expenses$811.8K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets67%Venture Together, Inc. 403(B) Plan
Participants per plan523Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Venture Together, Inc. 403(B) Plan$6.8M
    Plan #002 · 594 participants · 2023
  2. 2
    Venture Together, Inc. Retirement Plan$3.3M
    Plan #001 · 598 participants · 2023
  3. 3
    Venture Together, Inc. Wrap Benefit Plannot reported in the loaded dataset
    Plan #502 · 377 participants · 2023

Search all 3 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Venture Together, Inc.. Open one for its full reported snapshot.

  1. 2023
    Venture Together, Inc. Wrap Benefit Plan377 participants · 2No schedules
    View filing →
  2. 2023
    Venture Together, Inc. 403(B) Plan594 participants · 2Sch HSch C
    View filing →
  3. 2023
    Venture Together, Inc. Retirement Plan598 participants · 2Sch HSch C
    View filing →

Related Form 5500 pages