Plan5500

U.S. Venture 401(K) Retirement Savings Plan — Form 5500 plan (U.S. Venture, 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, U.S. Venture 401(K) Retirement Savings Plan is a benefit plan reported by U.S. Venture, Inc. under EIN 39-0964014 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,692 participants and $348,211,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.S. Venture, Inc.
EIN
39-0964014
Plan number
001
Plan type
2
Location
Appleton, WI
Latest filing year
2023
Participants
4,692
End-of-year plan assets
$348,211,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,692H, C20240925080104NAL0013988657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$348,211,635
Total liabilities (EOY)
$0
Net assets (EOY)
$348,211,635
Net assets (BOY)
$281,423,840

Income & contributions

Employer contributions
$19,367,685
Participant contributions
$27,684,505
Total contributions
$49,950,614
Total income / additions
$99,306,149

Expenses & distributions

Benefits paid
$32,068,066
Administrative expenses
$450,288
Total expenses
$32,518,354
Net increase / (decrease)
$66,787,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$297,648$02023
Francis LLCNONE$73,780not reported in the loaded dataset2023
Francis LLCNONE$45,017not reported in the loaded dataset2023
Clifton Larson Allen LlpNONE$32,643not reported in the loaded dataset2023

Related Form 5500 pages