2023 Form 5500 filing — Venture Mechanical, 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 20241011083153NAL0021526081001) for Venture Mechanical, Inc. 401(K) Plan, reported by Venture Mechanical, Inc. under EIN 75-1466233 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083153NAL0021526081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Venture Mechanical, Inc.
- EIN
- 75-1466233
- Plan number
- 001
- Location
- Carrollton, TX
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,307,912
- Net assets (EOY)
- $21,307,912
- Employer contributions
- $868,943
- Participant contributions
- $968,579
- Total income / additions
- $4,522,954
- Benefits paid
- $448,952
- Administrative expenses
- $87,178
- Total expenses
- $536,130
- Net increase / (decrease)
- $3,986,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,178 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $45,326 |
| Nova 401 (K) Associates | OTHER SERVICES | $0 | $7,804 |