Park Ventures, LLC And Affiliates 401(K) Retirement Plan — Form 5500 plan (Park Ventures, LLC)

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, Park Ventures, LLC And Affiliates 401(K) Retirement Plan is a benefit plan reported by Park Ventures, LLC under EIN 84-3736705 and plan number 002. The latest loaded filing year is 2023. The filing reports 197 participants and $7,346,125 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Park Ventures, LLC
EIN
84-3736705
Plan number
002
Plan type
2
Location
El Segundo, CA
Latest filing year
2023
Participants
197
End-of-year plan assets
$7,346,125

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20241015115037NAL0014528867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,346,125
Net assets (EOY)
$7,346,125
Net assets (BOY)
$6,198,075

Income & contributions

Employer contributions
$15,963
Participant contributions
$365,425
Total contributions
$940,920
Total income / additions
$1,883,162

Expenses & distributions

Benefits paid
$672,852
Administrative expenses
$62,260
Total expenses
$735,112
Net increase / (decrease)
$1,148,050

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$34,972$02023
Sageview Advisory Group, LLCINVESTMENT ADVISORY- PLAN$15,188not reported in the loaded dataset2023
Lee Cpa Audit GroupAUDIT$12,100not reported in the loaded dataset2023

Related Form 5500 pages