Ventura Coastal, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 80-0776276) is a plan sponsor located in Ventura, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
80-0776276
Location
Ventura, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,294,254
Total reported liabilities (EOY)
$36
Total reported net assets (EOY)
$18,294,218

Contributions & income

Employer contributions
$684,840
Participant contributions
$1,080,883
Total income / additions
$4,433,350

Expenses & distributions

Benefits paid / distributions
$3,443,966
Total expenses
$3,516,783
Net increase / (decrease)
$916,567

Coverage

Total reported participants
636
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ventura Coastal, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ventura Coastal, LLC. 401(K) Savings Plan002271$16,462,2362023
Ventura Coastal, LLC Retirement Savings Plan For Hourly Ee001122$1,832,0182023
Ventura Coastal, LLC Health And Welfare Plan501243not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ventura Coastal, LLC
YearPlanParticipantsSchedulesFiling
2023Ventura Coastal, LLC Health And Welfare Plan24320240709164523NAL0028152834001
2023Ventura Coastal, LLC Retirement Savings Plan For Hourly Ee122H, C20241004111315NAL0005648371001
2023Ventura Coastal, LLC. 401(K) Savings Plan271H, C20241011151848NAL0023081649001

Related Form 5500 pages