2023 Form 5500 filing — Ventura Coastal, LLC Retirement Savings Plan For Hourly Ee

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 20241004111315NAL0005648371001) for Ventura Coastal, LLC Retirement Savings Plan For Hourly Ee, reported by Ventura Coastal, LLC under EIN 80-0776276 and plan number 001. It reports 122 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)$1.8MReported net assets$1,831,982
Participants122
Provider compensation$8.1K1 Schedule C row(s)$8,114
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004111315NAL0005648371001
Plan sponsor
Ventura Coastal, LLC
EIN
80-0776276
Plan number
001
Location
Ventura, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$36
Money in vs. money out
Total income / additions$569.8K
Total expenses$322.4K
Benefits paid / distributions$314.3K
Contributions
Employer$161.6K
Participant$137.7K
Full reported line items
Total assets (EOY)
$1,832,018
Total liabilities (EOY)
$36
Net assets (EOY)
$1,831,982
Employer contributions
$161,620
Participant contributions
$137,692
Total income / additions
$569,800
Benefits paid
$314,306
Administrative expenses
$8,114
Total expenses
$322,420
Net increase / (decrease)
$247,380
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $8.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004111315NAL0005648371001 cover?
It is the 2023 Form 5500 filing for Ventura Coastal, LLC Retirement Savings Plan For Hourly Ee, reported by Ventura Coastal, LLC (EIN 80-0776276).
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