Mabry Venture Retirement Plan — Form 5500 plan (Mabry Venture, Inc.)
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, Mabry Venture Retirement Plan is a benefit plan reported by Mabry Venture, Inc. under EIN 45-2303243 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $419,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mabry Venture, Inc.
- EIN
- 45-2303243
- Plan number
- 001
- Plan type
- 2
- Location
- Burleson, TX
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $419,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240719111230NAL0015033762001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $419,175
- Total liabilities (EOY)
- $105
- Net assets (EOY)
- $419,070
- Net assets (BOY)
- $393,194
Income & contributions
- Employer contributions
- $1,947
- Participant contributions
- $2,397
- Total income / additions
- $26,981
Expenses & distributions
- Administrative expenses
- $1,105
- Total expenses
- $1,105
- Net increase / (decrease)
- $25,876
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.