2023 Form 5500 filing — Bush Ventures, LLC Dba Otd Health And Welfare 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 20240701123818NAL0005340560001) for Bush Ventures, LLC Dba Otd Health And Welfare Plan, reported by Bush Ventures, LLC Dba Otd under EIN 26-2117859 and plan number 505. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$63.9KReported net assets$63,871
Participants70
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240701123818NAL0005340560001
Plan sponsor
Bush Ventures, LLC Dba Otd
EIN
26-2117859
Plan number
505
Location
San Francisco, 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)$63.9K total assets
Net assets$63.9KLiabilities
Money in vs. money out
Total income / additions$0
Total expenses$30.8K
Benefits paid / distributions$25K
Contributions
Employer$0
ParticipantNot reported
Full reported line items
Total assets (EOY)
$63,871
Net assets (EOY)
$63,871
Employer contributions
$0
Total income / additions
$0
Benefits paid
$25,013
Administrative expenses
$5,779
Total expenses
$30,792
Net increase / (decrease)
-$30,792

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240701123818NAL0005340560001 cover?
It is the 2023 Form 5500 filing for Bush Ventures, LLC Dba Otd Health And Welfare Plan, reported by Bush Ventures, LLC Dba Otd (EIN 26-2117859).
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