Veltri, Inc. 401(K) Savings Plan — Form 5500 plan (Veltri, 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, Veltri, Inc. 401(K) Savings Plan is a benefit plan reported by Veltri, Inc. under EIN 25-1493003 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $9,239,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veltri, Inc.
- EIN
- 25-1493003
- Plan number
- 001
- Plan type
- 2
- Location
- Levittown, PA
- Latest filing year
- 2023
- Participants
- 469
- End-of-year plan assets
- $9,239,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 469 | H, C | 20241007130852NAL0015207729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,239,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,239,401
- Net assets (BOY)
- $8,260,652
Income & contributions
- Employer contributions
- $753,995
- Participant contributions
- $390,222
- Total contributions
- $1,169,217
- Total income / additions
- $2,400,336
Expenses & distributions
- Benefits paid
- $1,306,288
- Administrative expenses
- $37,698
- Total expenses
- $1,421,587
- Net increase / (decrease)
- $978,749
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Advisory Group,Inc | FINANCIAL ADVISOR | $26,454 | not reported in the loaded dataset | 2023 |
| Atlantic Pension Services, Inc. | PLAN ADMINISTRATOR | $14,739 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $14,370 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | $31 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veltri, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Levittown, PA
- Wealth Advisory Group,Inc — Schedule C compensation
- Atlantic Pension Services, Inc. — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Ascensus LLC — Schedule C compensation