Ventura Transfer Company 401(K)Plan — Form 5500 plan (Ventura Transfer 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, Ventura Transfer Company 401(K)Plan is a benefit plan reported by Ventura Transfer Company under EIN 95-1332580 and plan number 002. The latest loaded filing year is 2023. The filing reports 133 participants and $12,175,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ventura Transfer Company
- EIN
- 95-1332580
- Plan number
- 002
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $12,175,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241008165550NAL0017074609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,175,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,175,894
- Net assets (BOY)
- $10,225,824
Income & contributions
- Employer contributions
- $398,452
- Participant contributions
- $545,465
- Total contributions
- $943,917
- Total income / additions
- $2,521,482
Expenses & distributions
- Benefits paid
- $516,184
- Administrative expenses
- $48,045
- Total expenses
- $571,412
- Net increase / (decrease)
- $1,950,070
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group | INVESTMENT ADVISOR | $26,346 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $17,240 | $0 | 2023 |
| Truog-Ryding Company, Inc. | CONTRACT ADMIN | $1,725 | $10,000 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $2,733 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ventura Transfer Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Long Beach, CA
- Sageview Advisory Group — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Truog-Ryding Company, Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation