Vitria Technology, Inc. 401(K) Plan — Form 5500 plan (Vitria Technology, 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, Vitria Technology, Inc. 401(K) Plan is a benefit plan reported by Vitria Technology, Inc. under EIN 77-0386311 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $18,581,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vitria Technology, Inc.
- EIN
- 77-0386311
- Plan number
- 001
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $18,581,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20241011164612NAL0012770643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,581,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,581,269
- Net assets (BOY)
- $14,780,301
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $362,276
- Total contributions
- $389,627
- Total income / additions
- $4,371,240
Expenses & distributions
- Benefits paid
- $519,741
- Administrative expenses
- $49,197
- Total expenses
- $570,272
- Net increase / (decrease)
- $3,800,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,197 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services | ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vitria Technology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Menlo Park, CA
- Fidelity Investments Institutional — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation