Ventana Usa 401(K) Plan — Form 5500 plan (Ventana Usa)
Plain-English plan 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, Ventana Usa 401(K) Plan is a benefit plan reported by Ventana Usa under EIN 25-1693336 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $5,968,902 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ventana Usa
- EIN
- 25-1693336
- Plan number
- 001
- Plan type
- 2
- Location
- Export, PA
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $5,968,902
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241003124830NAL0005726467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,968,902
- Total liabilities (EOY)
- $2,375
- Net assets (EOY)
- $5,966,527
- Net assets (BOY)
- $4,877,181
Income & contributions
- Employer contributions
- $113,480
- Participant contributions
- $311,841
- Total contributions
- $425,321
- Total income / additions
- $1,289,691
Expenses & distributions
- Benefits paid
- $155,775
- Administrative expenses
- $36,994
- Total expenses
- $200,345
- Net increase / (decrease)
- $1,089,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $10,954 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $10,799 | not reported in the loaded dataset | 2023 |
| Deluzio & Company, Llp | OTHER | $10,200 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,765 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $75 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ventana Usa
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Export, PA
- Dunbar, Bender & Zapf, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Deluzio & Company, Llp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation