2023 Form 5500 filing — Venable Llp 401(K) Plan B
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 20241014144352NAL0054012274002) for Venable Llp 401(K) Plan B, reported by Venable Llp under EIN 52-0517250 and plan number 004. It reports 1,076 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144352NAL0054012274002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Venable Llp
- EIN
- 52-0517250
- Plan number
- 004
- Location
- Baltimore, MD
- Participants
- 1,076
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $703,671
- Total liabilities (EOY)
- $703,671
- Net assets (EOY)
- $0
- Participant contributions
- $10,675,587
- Total income / additions
- $45,293,707
- Benefits paid
- $13,583,508
- Administrative expenses
- $193,558
- Total expenses
- $13,777,066
- Net increase / (decrease)
- $31,516,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $107,236 | not reported in the loaded dataset |
| Rocaton Investment Advisors, LLC | NONE | $33,947 | not reported in the loaded dataset |
| Stout Causey & Horning Pa | NONE | $27,700 | not reported in the loaded dataset |
| Thoma Capital Management LLC | NONE | $13,393 | not reported in the loaded dataset |
| Pointer Financial Advisors LLC | NONE | $10,265 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $173 | $0 |