2023 Form 5500 filing — Venture Inc Of Beaufort 401(K) 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 20240821081753NAL0005932784001) for Venture Inc Of Beaufort 401(K) Plan, reported by Venture Inc Of Beaufort under EIN 59-3763767 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821081753NAL0005932784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Venture Inc Of Beaufort
- EIN
- 59-3763767
- Plan number
- 001
- Location
- Beaufort, SC
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,208,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,208,514
- Employer contributions
- $732,944
- Participant contributions
- $973,221
- Total income / additions
- $3,473,652
- Benefits paid
- $432,651
- Administrative expenses
- $58,350
- Total expenses
- $497,896
- Net increase / (decrease)
- $2,975,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carolina Qualified Retirement Plan | NONE | $29,598 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $28,752 | $0 |