Ventura Coastal, LLC. 401(K) Savings Plan — Form 5500 plan (Ventura Coastal, LLC.)
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, Ventura Coastal, LLC. 401(K) Savings Plan is a benefit plan reported by Ventura Coastal, LLC. under EIN 80-0776276 and plan number 002. The latest loaded filing year is 2023. The filing reports 271 participants and $16,462,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ventura Coastal, LLC.
- EIN
- 80-0776276
- Plan number
- 002
- Plan type
- 2
- Location
- Ventura, CA
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $16,462,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241011151848NAL0023081649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,462,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,462,236
- Net assets (BOY)
- $15,793,049
Income & contributions
- Employer contributions
- $523,220
- Participant contributions
- $943,191
- Total contributions
- $1,555,271
- Total income / additions
- $3,863,550
Expenses & distributions
- Benefits paid
- $3,129,660
- Administrative expenses
- $64,703
- Total expenses
- $3,194,363
- Net increase / (decrease)
- $669,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,657 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $23,970 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $10,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ventura Coastal, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ventura, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation