Plan5500

Van Den Berg Management I, Inc. — 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, Van Den Berg Management I, Inc. (EIN 95-3017097) is a plan sponsor located in Austin, TX 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
95-3017097
Location
Austin, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Van Den Berg Management I, Inc.

  • 2 loaded plans hold $20M in reported assets.
  • The largest, Van Den Berg Management I, Inc. Profit Sharing Plan And Trust, holds 81% of this company's reported plan assets.
  • Plans cover 38 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20MSummed across loaded plans$20,026,821
Total reported assets$20M$20,026,821
Total reported participants38
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20M total assets
Net assets$20MLiabilities$0
Contributions & income
Employer contributions$100.7K
Participant contributions$121.6K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$516.9K
Total expenses$539.3K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets81%Van Den Berg Management I, Inc. Profit Sharing Plan And Trust
Participants per plan19Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Van Den Berg Management I, Inc. Profit Sharing Plan And Trust$16.2M
    Plan #005 · 19 participants · 2023
  2. 2
    Van Den Berg Management I, Inc. 401(K) Plan And Trust$3.9M
    Plan #002 · 19 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Van Den Berg Management I, Inc.. Open one for its full reported snapshot.

  1. 2023
    Van Den Berg Management I, Inc. Profit Sharing Plan And Trust19 participants · 2Sch I
    View filing →
  2. 2023
    Van Den Berg Management I, Inc. 401(K) Plan And Trust19 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Van Den Berg Management I, Inc. report on Form 5500?
Van Den Berg Management I, Inc. (EIN 95-3017097) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Van Den Berg Management I, Inc.?
The Employer Identification Number (EIN) reported for Van Den Berg Management I, Inc. is 95-3017097.
What is the latest Form 5500 filing year for Van Den Berg Management I, Inc.?
The latest loaded Form 5500 filing year for Van Den Berg Management I, Inc. is 2023.

Related Form 5500 pages