2023 Form 5500 filing — Vitria Technology, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011164612NAL0012770643001) for Vitria Technology, Inc. 401(K) Plan, reported by Vitria Technology, Inc. under EIN 77-0386311 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164612NAL0012770643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vitria Technology, Inc.
- EIN
- 77-0386311
- Plan number
- 001
- Location
- Menlo Park, CA
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,581,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,581,269
- Employer contributions
- $0
- Participant contributions
- $362,276
- Total income / additions
- $4,371,240
- Benefits paid
- $519,741
- Administrative expenses
- $49,197
- Total expenses
- $570,272
- Net increase / (decrease)
- $3,800,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,197 | not reported in the loaded dataset |
| Raymond James Financial Services | ADVISOR | $15,000 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | ADVISOR | $15,000 | not reported in the loaded dataset |