Veeva Systems Inc. 401(K) Plan — Form 5500 plan (Veeva Systems 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, Veeva Systems Inc. 401(K) Plan is a benefit plan reported by Veeva Systems Inc. under EIN 20-8235463 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,265 participants and $351,226,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veeva Systems Inc.
- EIN
- 20-8235463
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 4,265
- End-of-year plan assets
- $351,226,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,265 | H, C | 20241014103608NAL0053140994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $351,226,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $351,226,635
- Net assets (BOY)
- $245,283,064
Income & contributions
- Employer contributions
- $7,634,402
- Participant contributions
- $49,669,711
- Total contributions
- $68,762,736
- Total income / additions
- $124,064,463
Expenses & distributions
- Benefits paid
- $17,960,290
- Administrative expenses
- $57,506
- Total expenses
- $18,120,892
- Net increase / (decrease)
- $105,943,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $42,350 | not reported in the loaded dataset | 2023 |
| Continuum Advisory LLC | ADVISOR | $24,000 | not reported in the loaded dataset | 2023 |
| Armanino Llp | ACCOUNTANT/AUDITOR | $12,075 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$20,919 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veeva Systems Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Continuum Advisory LLC — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation