2023 Form 5500 filing — Ventas, 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 20240927114626NAL0002228577001) for Ventas, Inc. 401(K) Profit Sharing Plan, reported by Ventas, Inc. under EIN 61-1055020 and plan number 001. It reports 743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$77.6MReported net assets$77,639,015
Participants743
Provider compensation$117.7K2 Schedule C row(s)$117,680
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927114626NAL0002228577001
- Plan sponsor
- Ventas, Inc.
- EIN
- 61-1055020
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$77.6M total assets
Net assets$77.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $77,639,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,639,015
- Employer contributions
- $2,015,106
- Participant contributions
- $4,953,778
- Total income / additions
- $20,561,384
- Benefits paid
- $5,032,542
- Administrative expenses
- $117,914
- Total expenses
- $5,152,859
- Net increase / (decrease)
- $15,408,525
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $98,080 | $0 |
| Mcm Cpas & Advisors | ACCOUNTANT | $19,600 | not reported in the loaded dataset |