Plan5500

Verigon, LLC 401(K) Plan — Form 5500 plan (Verigon, LLC)

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, Verigon, LLC 401(K) Plan is a benefit plan reported by Verigon, LLC under EIN 27-4273763 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $6,578,559 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.6MPlan net assets, end of year$6,578,354
Participants291Covered participants reported
Assets / participant$22.6KComputed: assets ÷ participants$22,607 (computed)
Provider compensation$48K5 Schedule C provider row(s)$48,032
Plan sponsor
Verigon, LLC
EIN
27-4273763
Plan number
001
Plan type
2
Location
Tempe, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    291 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities$205
Money in vs. money out
Total income / additions$2M
Total expenses$682.7K
Benefits paid / distributions$630.9K
Contributions
Employer$288.2K
Participant$685.1K
Full reported line items

Net assets

Total assets (EOY)
$6,578,559
Total liabilities (EOY)
$205
Net assets (EOY)
$6,578,354
Net assets (BOY)
$5,232,623

Income & contributions

Employer contributions
$288,195
Participant contributions
$685,138
Total contributions
$1,227,505
Total income / additions
$2,028,461

Expenses & distributions

Benefits paid
$630,874
Administrative expenses
$49,675
Total expenses
$682,730
Net increase / (decrease)
$1,345,731
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Cambridge Investment Research Inc.$18.1K
    INVESTMENT ADVISOR · Direct $18.1K · Indirect $0
  2. 2
    Empower Annuity Insurance Company$17.8K
    RECORDKEEPER · Direct $17.8K · Indirect $0
  3. 3
    Legacy Pensioneers LLC$12.1K
    CONTRACT ADMINNNNNNN · Direct $12.1K · Indirect $0
  4. 4
    Legacy Pensioneers LLC$0
    CONTRACT ADMIN
  5. 5
    Pension Strategies, LLC$0
    CONTRACT ADMIN

What to inspect next

Frequently asked questions

Who sponsors the Verigon, LLC 401(K) Plan?
Verigon, LLC 401(K) Plan is reported as sponsored by Verigon, LLC (EIN 27-4273763, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Verigon, LLC 401(K) Plan?
The latest Form 5500 filing year loaded for Verigon, LLC 401(K) Plan is 2023.
How many participants does Verigon, LLC 401(K) Plan report?
Verigon, LLC 401(K) Plan reports 291 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Verigon, LLC 401(K) Plan?
Verigon, LLC 401(K) Plan reports $6,578,559 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages