Plan5500

Ventura Transfer Company — 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 Transfer Company (EIN 95-1332580) is a plan sponsor located in Long Beach, CA with 1 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
95-1332580
Location
Long Beach, CA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.2MSummed across loaded plans$12,175,894
Total reported assets$12.2M$12,175,894
Total reported participants133
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.2M total assets
Net assets$12.2MLiabilities$0
Contributions & income
Employer contributions$398.5K
Participant contributions$545.5K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$516.2K
Total expenses$571.4K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ventura Transfer Company 401(K)Plan
Participants per plan133Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ventura Transfer Company 401(K)Plan$12.2M
    Plan #002 · 133 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ventura Transfer Company
YearPlanParticipantsSchedulesFiling
2023Ventura Transfer Company 401(K)Plan133H, C20241008165550NAL0017074609001

Related Form 5500 pages