Ventera Corporation 401(K) Plan — Form 5500 plan (Ventera Corporation)
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, Ventera Corporation 401(K) Plan is a benefit plan reported by Ventera Corporation under EIN 54-1779279 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $41,180,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ventera Corporation
- EIN
- 54-1779279
- Plan number
- 001
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $41,180,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241014152650NAL0013534291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,180,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,180,693
- Net assets (BOY)
- $33,225,507
Income & contributions
- Employer contributions
- $789,504
- Participant contributions
- $3,105,380
- Total contributions
- $4,427,169
- Total income / additions
- $10,821,497
Expenses & distributions
- Benefits paid
- $2,738,981
- Administrative expenses
- $127,605
- Total expenses
- $2,866,311
- Net increase / (decrease)
- $7,955,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities | ADVISOR | $69,873 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $38,307 | $0 | 2023 |
| Baker Tilly Us, Llp | ACCOUNTING\AUDITOR | $19,425 | not reported in the loaded dataset | 2023 |