2023 Form 5500 filing — U.S. Venture 401(K) Retirement Savings 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 20240925080104NAL0013988657001) for U.S. Venture 401(K) Retirement Savings Plan, reported by U.S. Venture, Inc. under EIN 39-0964014 and plan number 001. It reports 4,692 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925080104NAL0013988657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Venture, Inc.
- EIN
- 39-0964014
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 4,692
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $348,211,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $348,211,635
- Employer contributions
- $19,367,685
- Participant contributions
- $27,684,505
- Total income / additions
- $99,306,149
- Benefits paid
- $32,068,066
- Administrative expenses
- $450,288
- Total expenses
- $32,518,354
- Net increase / (decrease)
- $66,787,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $297,648 | $0 |
| Francis LLC | NONE | $73,780 | not reported in the loaded dataset |
| Francis LLC | NONE | $45,017 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $32,643 | not reported in the loaded dataset |