Venture Inc Of Beaufort — 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 Inc Of Beaufort (EIN 59-3763767) is a plan sponsor located in Beaufort, SC with 1 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
59-3763767
Location
Beaufort, SC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,208,514
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,208,514

Contributions & income

Employer contributions
$732,944
Participant contributions
$973,221
Total income / additions
$3,473,652

Expenses & distributions

Benefits paid / distributions
$432,651
Total expenses
$497,896
Net increase / (decrease)
$2,975,756

Coverage

Total reported participants
450
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Venture Inc Of Beaufort plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Venture Inc Of Beaufort 401(K) Plan001280$12,208,5142023
Venture, Inc. Of Beaufort Employee Benefits Plan501170not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Venture Inc Of Beaufort
YearPlanParticipantsSchedulesFiling
2023Venture, Inc. Of Beaufort Employee Benefits Plan17020240604130712NAL0019475105001
2023Venture Inc Of Beaufort 401(K) Plan280H, C20240821081753NAL0005932784001

Related Form 5500 pages