Venture Construction Company Profit Sharing Plan And Trust — Form 5500 plan (Venture Construction Company)
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 Construction Company Profit Sharing Plan And Trust is a benefit plan reported by Venture Construction Company under EIN 58-1077028 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $47,919,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Venture Construction Company
- EIN
- 58-1077028
- Plan number
- 001
- Plan type
- 2
- Location
- Norcross, GA
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $47,919,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20240925091623NAL0014053457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,919,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,919,203
- Net assets (BOY)
- $44,738,975
Income & contributions
- Employer contributions
- $843,822
- Participant contributions
- $1,547,387
- Total contributions
- $2,453,649
- Total income / additions
- $8,768,476
Expenses & distributions
- Benefits paid
- $5,621,386
- Administrative expenses
- -$33,138
- Total expenses
- $5,588,248
- Net increase / (decrease)
- $3,180,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $0 | $109,111 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$33,138 | $0 | 2023 |