Velo3d Retirement Savings Plan — Form 5500 plan (Velo3d, 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, Velo3d Retirement Savings Plan is a benefit plan reported by Velo3d, Inc. under EIN 47-1314238 and plan number 001. The latest loaded filing year is 2023. The filing reports 528 participants and $15,736,684 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Velo3d, Inc.
EIN
47-1314238
Plan number
001
Plan type
2
Location
Campbell, CA
Latest filing year
2023
Participants
528
End-of-year plan assets
$15,736,684

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023528H, C20250116152655NAL0023569665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,736,684
Total liabilities (EOY)
$0
Net assets (EOY)
$15,736,684
Net assets (BOY)
$0

Income & contributions

Employer contributions
$616,137
Participant contributions
$1,256,750
Total contributions
$2,628,440
Total income / additions
$3,649,567

Expenses & distributions

Benefits paid
$644,927
Administrative expenses
$10,018
Total expenses
$671,920
Net increase / (decrease)
$2,977,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$10,017$02023

Related Form 5500 pages