Plan5500

Venturi Restoration 401(K) Plan — Form 5500 plan (Isosceles Holdings, LLC Dba Venturi Restoration)

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, Venturi Restoration 401(K) Plan is a benefit plan reported by Isosceles Holdings, LLC Dba Venturi Restoration under EIN 84-4772661 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $21,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Isosceles Holdings, LLC Dba Venturi Restoration
EIN
84-4772661
Plan number
001
Plan type
2
Location
Schaumburg, IL
Latest filing year
2023
Participants
353
End-of-year plan assets
$21,700

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023353H, C20241003154058NAL0017429072001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,700
Net assets (EOY)
$21,700
Net assets (BOY)
$6,105,156

Income & contributions

Employer contributions
$0
Participant contributions
$66,980
Total contributions
$83,803
Total income / additions
$892,947

Expenses & distributions

Benefits paid
$6,891,830
Administrative expenses
$84,573
Total expenses
$6,976,403
Net increase / (decrease)
-$6,083,456

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$48,968$02023
Blue Chip Retirement Plans, Inc.CONTRACT ADMINISTRATOR$19,730$2,8032023
Cassell Plan Audits, Inc.ACCOUNTANT$16,000not reported in the loaded dataset2023
Global Retirement Partners, LLCINVESTMENT ADVISORY$0$11,8182023

Related Form 5500 pages