Venable Llp 401(K) Plan B — Form 5500 plan (Venable Llp)
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, Venable Llp 401(K) Plan B is a benefit plan reported by Venable Llp under EIN 52-0517250 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,076 participants and $703,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Venable Llp
- EIN
- 52-0517250
- Plan number
- 004
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 1,076
- End-of-year plan assets
- $703,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,076 | H, C | 20241014144352NAL0054012274002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $703,671
- Total liabilities (EOY)
- $703,671
- Net assets (EOY)
- $0
- Net assets (BOY)
- $164,142,404
Income & contributions
- Participant contributions
- $10,675,587
- Total contributions
- $15,775,153
- Total income / additions
- $45,293,707
Expenses & distributions
- Benefits paid
- $13,583,508
- Administrative expenses
- $193,558
- Total expenses
- $13,777,066
- Net increase / (decrease)
- $31,516,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $107,236 | not reported in the loaded dataset | 2023 |
| Rocaton Investment Advisors, LLC | NONE | $33,947 | not reported in the loaded dataset | 2023 |
| Stout Causey & Horning Pa | NONE | $27,700 | not reported in the loaded dataset | 2023 |
| Thoma Capital Management LLC | NONE | $13,393 | not reported in the loaded dataset | 2023 |
| Pointer Financial Advisors LLC | NONE | $10,265 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $173 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Venable Llp
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Rocaton Investment Advisors, LLC — Schedule C compensation
- Stout Causey & Horning Pa — Schedule C compensation
- Thoma Capital Management LLC — Schedule C compensation
- Pointer Financial Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation