2023 Form 5500 filing — Ventana Property Services 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240521133306NAL0004194400001) for Ventana Property Services 401(K) Plan, reported by Ventana Property Services, Inc. under EIN 77-0300468 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,488,345
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240521133306NAL0004194400001
Plan sponsor
Ventana Property Services, Inc.
EIN
77-0300468
Plan number
001
Location
Palo Alto, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$551.8K
Total expenses$68.9K
Benefits paid / distributions$66.2K
Contributions
Employer$13K
Participant$99.7K
Full reported line items
Total assets (EOY)
$2,488,345
Total liabilities (EOY)
$0
Net assets (EOY)
$2,488,345
Employer contributions
$12,975
Participant contributions
$99,670
Total income / additions
$551,760
Benefits paid
$66,232
Administrative expenses
$2,650
Total expenses
$68,882
Net increase / (decrease)
$482,878

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240521133306NAL0004194400001 cover?
It is the 2023 Form 5500 filing for Ventana Property Services 401(K) Plan, reported by Ventana Property Services, Inc. (EIN 77-0300468).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages