2023 Form 5500 filing — Venture 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 20240830111226NAL0008324979001) for Venture 401(K) Plan, reported by Vm Services, Inc. under EIN 77-0459829 and plan number 001. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830111226NAL0008324979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vm Services, Inc.
- EIN
- 77-0459829
- Plan number
- 001
- Location
- Milipitas, CA
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,205,459
- Net assets (EOY)
- $9,205,459
- Participant contributions
- $795,287
- Total income / additions
- $1,988,597
- Benefits paid
- $603,796
- Administrative expenses
- $37,999
- Total expenses
- $651,210
- Net increase / (decrease)
- $1,337,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Group | INVESTMENT ADVISORY | $18,209 | not reported in the loaded dataset |
| Comyns Smith Mccleary & Deaver Llp | AUDITOR | $15,000 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $4,790 | $0 |