2023 Form 5500 filing — Verdantas LLC Retirement 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 20241015082524NAL0029010929001) for Verdantas LLC Retirement Plan, reported by Verdantas LLC under EIN 34-1549829 and plan number 001. It reports 659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082524NAL0029010929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Verdantas LLC
- EIN
- 34-1549829
- Plan number
- 001
- Location
- Dublin, OH
- Participants
- 659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,936,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,936,043
- Employer contributions
- $1,246,629
- Participant contributions
- $4,693,290
- Total income / additions
- $22,386,640
- Benefits paid
- $7,505,409
- Administrative expenses
- $129,009
- Total expenses
- $7,693,337
- Net increase / (decrease)
- $14,693,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $137,235 | $0 |
| Adp, Inc. | RECORD KEEPER | $60,379 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |