2023 Form 5500 filing — Ventura Transfer Company 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 20241008165550NAL0017074609001) for Ventura Transfer Company 401(K)Plan, reported by Ventura Transfer Company under EIN 95-1332580 and plan number 002. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008165550NAL0017074609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ventura Transfer Company
- EIN
- 95-1332580
- Plan number
- 002
- Location
- Long Beach, CA
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,175,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,175,894
- Employer contributions
- $398,452
- Participant contributions
- $545,465
- Total income / additions
- $2,521,482
- Benefits paid
- $516,184
- Administrative expenses
- $48,045
- Total expenses
- $571,412
- Net increase / (decrease)
- $1,950,070
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | INVESTMENT ADVISOR | $26,346 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $17,240 | $0 |
| Truog-Ryding Company, Inc. | CONTRACT ADMIN | $1,725 | $10,000 |
| Empower Advisory Group | INVESTMENT MGMT | $2,733 | not reported in the loaded dataset |