Original filing (PDF)20241008133816NAL0009739171001

VENTURES UNLIMITED, INC.

Name: VENTURES UNLIMITED, INC. — EMPLOYEE BENEFIT PLAN OF VENTURES UNLIMITED, INC., Form 5500 (2023)
Creator: VENTURES UNLIMITED, INC.

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF VENTURES UNLIMITED, INC.

Defined-contribution retirement plan

Signals · 1

Late filing · 34.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VENTURES UNLIMITED, INC..

Plan sponsor

Name

VENTURES UNLIMITED, INC.

EIN

39-1593285

Address

PO BOX 623 · SHELL LAKE, WI · 548710623

Phone

(715) 468-2939

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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