Retirement plan

VENEZUS CORP. D/B/A FOR THE RECORD 401(K) PROFIT SHARING PLAN AND TRUST

Name: VENEZUS CORP. - VENEZUS CORP. D/B/A FOR THE RECORD 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: VENEZUS CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VENEZUS CORP. D/B/A FOR THE RECORD 401(K) PROFIT SHARING PLAN AND TRUST, VENEZUS CORP.

VENEZUS CORP.dba D/B/A FOR THE RECORDEIN 13-3879268Plan #001PY 2024

19 MAPLE STREET, P.O. BOX 771 - PINE PLAINS, NY 12567518-398-9600

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

+26.8% from 2023

Total participants

0.0% from 2023

Average account balance

$640,572

+26.8% from 2023

Annual return

19.94%

-2.31 pp from 2023

Benchmarks

See 54,965 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,965 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.20M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$641K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$173K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$58K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.94%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6140

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$31K

$10233 / participant

Other / not subdivided$31K100.0%

% of EOY assets

0.958%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$640,572

$111,814+472.9%

$103,374+519.7%

$145,959+338.9%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

19.94%

24.77%-4.8pp

24.89%-4.9pp

561.95%-542.0pp

Employer contribution / active EE

$37,173

$4,214+782.2%

$3,869+860.7%

$4,661+697.6%

Participant deferral / active EE

$20,333

$5,618+261.9%

$5,058+302.0%

$6,689+204.0%

Admin fee / account holder

$6,140

$9,754-37.1%

$8,394-26.9%

$13,398-54.2%

VENEZUS CORP. D/B/A FOR THE RECORD 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VENEZUS CORP. D/B/A FOR THE RECORD 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion