2023 Form 5500 filing — Ventana Usa 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 20241003124830NAL0005726467001) for Ventana Usa 401(K) Plan, reported by Ventana Usa under EIN 25-1693336 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003124830NAL0005726467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ventana Usa
- EIN
- 25-1693336
- Plan number
- 001
- Location
- Export, PA
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,968,902
- Total liabilities (EOY)
- $2,375
- Net assets (EOY)
- $5,966,527
- Employer contributions
- $113,480
- Participant contributions
- $311,841
- Total income / additions
- $1,289,691
- Benefits paid
- $155,775
- Administrative expenses
- $36,994
- Total expenses
- $200,345
- Net increase / (decrease)
- $1,089,346
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $10,954 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $10,799 | not reported in the loaded dataset |
| Deluzio & Company, Llp | OTHER | $10,200 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,765 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $75 | not reported in the loaded dataset |