Venture Together, Inc. 403(B) Plan — Form 5500 plan (Venture Together, Inc.)

Plain-English plan 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, Venture Together, Inc. 403(B) Plan is a benefit plan reported by Venture Together, Inc. under EIN 13-2661988 and plan number 002. The latest loaded filing year is 2023. The filing reports 594 participants and $6,764,993 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.8MPlan net assets, end of year$6,764,993
Participants594Covered participants reported
Assets / participant$11.4KComputed: assets ÷ participants$11,389 (computed)
Provider compensation$41.2K2 Schedule C provider row(s)$41,215
Plan sponsor
Venture Together, Inc.
EIN
13-2661988
Plan number
002
Plan type
2
Location
Nanuet, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    594 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$343K
Benefits paid / distributions$301.8K
Contributions
EmployerNot reported
Participant$582.1K
Full reported line items

Net assets

Total assets (EOY)
$6,764,993
Total liabilities (EOY)
$0
Net assets (EOY)
$6,764,993
Net assets (BOY)
$5,610,884

Income & contributions

Participant contributions
$582,091
Total contributions
$582,091
Total income / additions
$1,497,142

Expenses & distributions

Benefits paid
$301,818
Administrative expenses
$41,215
Total expenses
$343,033
Net increase / (decrease)
$1,154,109
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $30.3K · Indirect $0
  2. 2
    NONE · Direct $10.9K

Related Form 5500 pages