2023 Form 5500 filing — Park Ventures, LLC And Affiliates 401(K) Retirement 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 20241015115037NAL0014528867001) for Park Ventures, LLC And Affiliates 401(K) Retirement Plan, reported by Park Ventures, LLC under EIN 84-3736705 and plan number 002. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115037NAL0014528867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Park Ventures, LLC
- EIN
- 84-3736705
- Plan number
- 002
- Location
- El Segundo, CA
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,346,125
- Net assets (EOY)
- $7,346,125
- Employer contributions
- $15,963
- Participant contributions
- $365,425
- Total income / additions
- $1,883,162
- Benefits paid
- $672,852
- Administrative expenses
- $62,260
- Total expenses
- $735,112
- Net increase / (decrease)
- $1,148,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $34,972 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY- PLAN | $15,188 | not reported in the loaded dataset |
| Lee Cpa Audit Group | AUDIT | $12,100 | not reported in the loaded dataset |