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, Ventra Ionia Union #436 401(K) Plan is a benefit plan reported by Ventra Ionia LLC under EIN 27-0385504 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,012 participants and $24,333,375 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,333,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,333,375
- Net assets (BOY)
- $21,580,276
Income & contributions
- Employer contributions
- $936,421
- Participant contributions
- $1,355,003
- Total contributions
- $2,291,424
- Total income / additions
- $5,451,153
Expenses & distributions
- Benefits paid
- $2,485,862
- Administrative expenses
- $58,077
- Total expenses
- $2,549,955
- Net increase / (decrease)
- $2,901,198