2023 Form 5500 filing — Venturi Restoration 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 20241003154058NAL0017429072001) for Venturi Restoration 401(K) Plan, reported by Isosceles Holdings, LLC Dba Venturi Restoration under EIN 84-4772661 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003154058NAL0017429072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Isosceles Holdings, LLC Dba Venturi Restoration
- EIN
- 84-4772661
- Plan number
- 001
- Location
- Schaumburg, IL
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,700
- Net assets (EOY)
- $21,700
- Employer contributions
- $0
- Participant contributions
- $66,980
- Total income / additions
- $892,947
- Benefits paid
- $6,891,830
- Administrative expenses
- $84,573
- Total expenses
- $6,976,403
- Net increase / (decrease)
- -$6,083,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,968 | $0 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMINISTRATOR | $19,730 | $2,803 |
| Cassell Plan Audits, Inc. | ACCOUNTANT | $16,000 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | INVESTMENT ADVISORY | $0 | $11,818 |