2023 Form 5500 filing — Van Beurden Insurance Services, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240614091928NAL0016824211001) for Van Beurden Insurance Services, Inc. 401(K) Profit Sharing Plan, reported by Van Beurden Insurance Services, Inc. under EIN 94-1681804 and plan number 002. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240614091928NAL0016824211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Van Beurden Insurance Services, Inc.
- EIN
- 94-1681804
- Plan number
- 002
- Location
- Kingsburg, CA
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,438,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,438,305
- Employer contributions
- $56,101
- Participant contributions
- $319,407
- Total income / additions
- $2,836,102
- Benefits paid
- $1,396,323
- Administrative expenses
- $80,861
- Total expenses
- $1,477,184
- Net increase / (decrease)
- $1,358,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,860 | $0 |
| Purshe Kaplan Sterling Investments | OTHER SERVICES | $0 | $33,681 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |