2023 Form 5500 filing — Venture Together, Inc. Retirement 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 20240806111655NAL0005073858001) for Venture Together, Inc. Retirement Plan, reported by Venture Together, Inc. under EIN 13-2661988 and plan number 001. It reports 598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,306,117
Participants598
Provider compensation$26.2K2 Schedule C row(s)$26,197
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240806111655NAL0005073858001
Plan sponsor
Venture Together, Inc.
EIN
13-2661988
Plan number
001
Location
Nanuet, NY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$394.2K
Total expenses$468.7K
Benefits paid / distributions$442.5K
Full reported line items
Total assets (EOY)
$3,306,117
Total liabilities (EOY)
$0
Net assets (EOY)
$3,306,117
Total income / additions
$394,218
Benefits paid
$442,545
Administrative expenses
$26,197
Total expenses
$468,742
Net increase / (decrease)
-$74,524
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $19.8K · Indirect $0
  2. 2
    NONE · Direct $6.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806111655NAL0005073858001 cover?
It is the 2023 Form 5500 filing for Venture Together, Inc. Retirement Plan, reported by Venture Together, Inc. (EIN 13-2661988).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages