Plan5500

Venture Forthe, Inc. 401(K) Plan — Form 5500 plan (Venture Forthe, 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 Forthe, Inc. 401(K) Plan is a benefit plan reported by Venture Forthe, Inc. under EIN 16-1538504 and plan number 001. The latest loaded filing year is 2023. The filing reports 774 participants and $5,118,300 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Venture Forthe, Inc.
EIN
16-1538504
Plan number
001
Plan type
2
Location
Niagara Falls, NY
Latest filing year
2023
Participants
774
End-of-year plan assets
$5,118,300

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023774H, C20241011072016NAL0021479617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,118,300
Total liabilities (EOY)
$0
Net assets (EOY)
$5,118,300
Net assets (BOY)
$4,175,050

Income & contributions

Employer contributions
$191,694
Participant contributions
$395,928
Total contributions
$587,622
Total income / additions
$1,292,240

Expenses & distributions

Benefits paid
$292,004
Administrative expenses
$41,071
Total expenses
$348,990
Net increase / (decrease)
$943,250

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Landmark Wealth ManagementFINANCIAL ADVISOR$21,256not reported in the loaded dataset2023
P&A Retirement Plan Services IncTPA RECORDKEEPING$18,868not reported in the loaded dataset2023

Related Form 5500 pages