2023 Form 5500 filing — Venterra Realty Inc. 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 20241001101930NAL0013361010003) for Venterra Realty Inc. 401(K) Plan, reported by Venterra Realty Inc. under EIN 52-2351470 and plan number 001. It reports 920 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)$9.7MReported net assets$9,715,390
Participants920
Provider compensation$95.9K2 Schedule C row(s)$95,886
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001101930NAL0013361010003
Plan sponsor
Venterra Realty Inc.
EIN
52-2351470
Plan number
001
Location
not reported in the loaded dataset
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.7M total assets
Net assets$9.7MLiabilities
Money in vs. money out
Total income / additions$3M
Total expenses$831K
Benefits paid / distributions$729.9K
Contributions
Employer$346.3K
Participant$1M
Full reported line items
Total assets (EOY)
$9,715,390
Net assets (EOY)
$9,715,390
Employer contributions
$346,271
Participant contributions
$1,034,375
Total income / additions
$2,982,406
Benefits paid
$729,905
Administrative expenses
$95,886
Total expenses
$831,043
Net increase / (decrease)
$2,151,363
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $71.8K · Indirect $0
  2. 2
    ADVISOR · Direct $24.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001101930NAL0013361010003 cover?
It is the 2023 Form 5500 filing for Venterra Realty Inc. 401(K) Plan, reported by Venterra Realty Inc. (EIN 52-2351470).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages