Venture Mechanical, Inc. 401(K) Plan — Form 5500 plan (Venture Mechanical, 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, Venture Mechanical, Inc. 401(K) Plan is a benefit plan reported by Venture Mechanical, Inc. under EIN 75-1466233 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $21,307,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Venture Mechanical, Inc.
- EIN
- 75-1466233
- Plan number
- 001
- Plan type
- 2
- Location
- Carrollton, TX
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $21,307,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241011083153NAL0021526081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,307,912
- Net assets (EOY)
- $21,307,912
- Net assets (BOY)
- $17,321,088
Income & contributions
- Employer contributions
- $868,943
- Participant contributions
- $968,579
- Total contributions
- $1,837,522
- Total income / additions
- $4,522,954
Expenses & distributions
- Benefits paid
- $448,952
- Administrative expenses
- $87,178
- Total expenses
- $536,130
- Net increase / (decrease)
- $3,986,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,178 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $45,326 | 2023 |
| Nova 401 (K) Associates | OTHER SERVICES | $0 | $7,804 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Venture Mechanical, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Carrollton, TX
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Nova 401 (K) Associates — Schedule C compensation