Plan5500

Vertos Medical, Inc. 401(K) Plan — Form 5500 plan (Vertos Medical, Inc.)

Plain-English plan 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, Vertos Medical, Inc. 401(K) Plan is a benefit plan reported by Vertos Medical, Inc. under EIN 20-2214577 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $13,809,067 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vertos Medical, Inc.
EIN
20-2214577
Plan number
001
Plan type
2
Location
Aliso Viejo, CA
Latest filing year
2023
Participants
160
End-of-year plan assets
$13,809,067

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241015153443NAL0016768547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,809,067
Total liabilities (EOY)
$0
Net assets (EOY)
$13,809,067
Net assets (BOY)
$8,935,835

Income & contributions

Employer contributions
$589,300
Participant contributions
$2,463,590
Total contributions
$3,301,024
Total income / additions
$5,478,019

Expenses & distributions

Benefits paid
$603,921
Administrative expenses
$866
Total expenses
$604,787
Net increase / (decrease)
$4,873,232

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Premier Plan ConsultantsCONTRACT ADMIN$2,894not reported in the loaded dataset2023

Related Form 5500 pages