401k Plan data: VENTURE HOUSE, INC. 403(B) PLAN plan

VENTURE HOUSE, INC. 403(B) PLAN 401k Plan overview

Plan Name	VENTURE HOUSE, INC. 403(B) PLAN
Plan identification number	002

VENTURE HOUSE, INC. 403(B) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

VENTURE HOUSE has sponsored the creation of one or more 401k plans.

Company Name: VENTURE HOUSE

Employer identification number (EIN): 112890587

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VENTURE HOUSE, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 VU TRAN 2024-05-16
002 2022-01-01 VU TRAN 2023-05-16
002 2021-01-01 VU TRAN 2022-05-06
002 2020-01-01 PRISCA BUBB 2021-10-11 PRISCA BUBB 2021-10-11
002 2019-01-01 PRISCA BUBB 2020-10-14 PRISCA BUBB 2020-10-14
002 2018-01-01 PRISCA BUBB 2019-09-30 PRISCA BUBB 2019-09-30
002 2017-01-01 PRISCA BUBB 2018-10-15 PRISCA BUBB 2018-10-15
002 2016-01-01 PRISCA BUBB 2017-07-17 PRISCA BUBB 2017-07-17
002 2015-01-01 PRISCA BUBB 2016-07-28 PRISCA BUBB 2016-07-28
002 2014-01-01 PRISCA BUBB 2015-07-28 PRISCA BUBB 2015-07-28
002 2013-01-01 PRISCA BUBB 2014-07-08 PRISCA BUBB 2014-07-08
002 2012-01-01 RAYMOND SCWARTZ 2013-07-30 RAYMOND SCHWARTZ 2013-07-30
002 2011-01-01 RAYMOND SCHWARTZ 2012-04-26 RAYMOND SCHWARTZ 2012-04-26
002 2010-01-01 DAVID LEHMANN 2011-06-30 DAVID LEHMANN 2011-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	VU TRAN	2024-05-16
002	2022-01-01	VU TRAN	2023-05-16
002	2021-01-01	VU TRAN	2022-05-06
002	2020-01-01	PRISCA BUBB	2021-10-11	PRISCA BUBB	2021-10-11
002	2019-01-01	PRISCA BUBB	2020-10-14	PRISCA BUBB	2020-10-14
002	2018-01-01	PRISCA BUBB	2019-09-30	PRISCA BUBB	2019-09-30
002	2017-01-01	PRISCA BUBB	2018-10-15	PRISCA BUBB	2018-10-15
002	2016-01-01	PRISCA BUBB	2017-07-17	PRISCA BUBB	2017-07-17
002	2015-01-01	PRISCA BUBB	2016-07-28	PRISCA BUBB	2016-07-28
002	2014-01-01	PRISCA BUBB	2015-07-28	PRISCA BUBB	2015-07-28
002	2013-01-01	PRISCA BUBB	2014-07-08	PRISCA BUBB	2014-07-08
002	2012-01-01	RAYMOND SCWARTZ	2013-07-30	RAYMOND SCHWARTZ	2013-07-30
002	2011-01-01	RAYMOND SCHWARTZ	2012-04-26	RAYMOND SCHWARTZ	2012-04-26
002	2010-01-01	DAVID LEHMANN	2011-06-30	DAVID LEHMANN	2011-06-30

Plan Statistics for VENTURE HOUSE, INC. 403(B) PLAN

401k plan membership statisitcs for VENTURE HOUSE, INC. 403(B) PLAN

Measure Date Value
2025: VENTURE HOUSE, INC. 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-29 41
Total number of particpants at end of year 2025-04-29 44
Number of Participants With Account Balances 2025-04-29 15
2024: VENTURE HOUSE, INC. 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-16 35
Total number of particpants at end of year 2024-05-16 41
Number of Participants With Account Balances 2024-05-16 14

Measure	Date	Value
2025: VENTURE HOUSE, INC. 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-29	41
Total number of particpants at end of year	2025-04-29	44
Number of Participants With Account Balances	2025-04-29	15
2024: VENTURE HOUSE, INC. 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-16	35
Total number of particpants at end of year	2024-05-16	41
Number of Participants With Account Balances	2024-05-16	14

Financial Data on VENTURE HOUSE, INC. 403(B) PLAN

Measure	Date	Value
2025 : VENTURE HOUSE, INC. 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-29	14289
Net assets as of the end of the plan year	2025-04-29	593991
Total assets as of the beginning of the plan year	2025-04-29	466033
Value of plan covered by a fidelity bond	2025-04-29	150000
Participant contributions to plan in this plan year	2025-04-29	74767
Value of participant loans at end of plan year	2025-04-29	10108
Other income to plan in this plan year	2025-04-29	67480
Plan net income in this plan year	2025-04-29	127958
Net assets as of the end of the plan year	2025-04-29	593991
Net assets as of the beginning of the plan year	2025-04-29	466033
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-29	6423
2024 : VENTURE HOUSE, INC. 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-16	8891
Net assets as of the end of the plan year	2024-05-16	466033
Total assets as of the beginning of the plan year	2024-05-16	333555
Value of plan covered by a fidelity bond	2024-05-16	150000
Participant contributions to plan in this plan year	2024-05-16	70916
Value of participant loans at end of plan year	2024-05-16	3491
Other income to plan in this plan year	2024-05-16	70453
Plan net income in this plan year	2024-05-16	132478
Net assets as of the end of the plan year	2024-05-16	466033
Net assets as of the beginning of the plan year	2024-05-16	333555
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-16	5203

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Company Name:	VENTURE HOUSE
Employer identification number (EIN):	112890587
NAIC Classification:	624100
NAIC Description:	Individual and Family Services