2023 Form 5500 filing — Venture Forthe, Inc. 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 20241011072016NAL0021479617001) for Venture Forthe, Inc. 401(K) Plan, reported by Venture Forthe, Inc. under EIN 16-1538504 and plan number 001. It reports 774 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011072016NAL0021479617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Venture Forthe, Inc.
- EIN
- 16-1538504
- Plan number
- 001
- Location
- Niagara Falls, NY
- Participants
- 774
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,118,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,118,300
- Employer contributions
- $191,694
- Participant contributions
- $395,928
- Total income / additions
- $1,292,240
- Benefits paid
- $292,004
- Administrative expenses
- $41,071
- Total expenses
- $348,990
- Net increase / (decrease)
- $943,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Landmark Wealth Management | FINANCIAL ADVISOR | $21,256 | not reported in the loaded dataset |
| P&A Retirement Plan Services Inc | TPA RECORDKEEPING | $18,868 | not reported in the loaded dataset |