Venture 401(K) Plan — Form 5500 plan (Vm Services, 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 401(K) Plan is a benefit plan reported by Vm Services, Inc. under EIN 77-0459829 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $9,205,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vm Services, Inc.
- EIN
- 77-0459829
- Plan number
- 001
- Plan type
- 2
- Location
- Milipitas, CA
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $9,205,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20240830111226NAL0008324979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,205,459
- Net assets (EOY)
- $9,205,459
- Net assets (BOY)
- $7,868,072
Income & contributions
- Participant contributions
- $795,287
- Total contributions
- $823,898
- Total income / additions
- $1,988,597
Expenses & distributions
- Benefits paid
- $603,796
- Administrative expenses
- $37,999
- Total expenses
- $651,210
- Net increase / (decrease)
- $1,337,387
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Group | INVESTMENT ADVISORY | $18,209 | not reported in the loaded dataset | 2023 |
| Comyns Smith Mccleary & Deaver Llp | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $4,790 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vm Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Milipitas, CA
- Cambridge Investment Group — Schedule C compensation
- Comyns Smith Mccleary & Deaver Llp — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation