Chisolm Boyd And White Pension Plan — Form 5500 plan (Venturedyne Ltd)

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, Chisolm Boyd And White Pension Plan is a benefit plan reported by Venturedyne Ltd under EIN 39-1568252 and plan number 004. The latest loaded filing year is 2023. The filing reports 35 participants and $793,896 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$793.9KPlan net assets, end of year$793,896
Participants35Covered participants reported
Assets / participant$22.7KComputed: assets ÷ participants$22,683 (computed)
Provider compensationNone reported
Plan sponsor
Venturedyne Ltd
EIN
39-1568252
Plan number
004
Plan type
2
Location
Pewaukee, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335I20241011102927NAL0021673057001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$793.9K total assets
Net assets$793.9KLiabilities
Money in vs. money out
Total income / additions$141K
Total expenses$26.6K
Benefits paid / distributions$26.6K
Full reported line items

Net assets

Total assets (EOY)
$793,896
Net assets (EOY)
$793,896
Net assets (BOY)
$679,461

Income & contributions

Total income / additions
$141,033

Expenses & distributions

Benefits paid
$26,598
Total expenses
$26,598
Net increase / (decrease)
$114,435

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages