Veritas Funding. LLC Retirement Plan — Form 5500 plan (Veritas Funding, 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, Veritas Funding. LLC Retirement Plan is a benefit plan reported by Veritas Funding, LLC under EIN 86-1092244 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $10,727,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veritas Funding, LLC
- EIN
- 86-1092244
- Plan number
- 001
- Plan type
- 2
- Location
- Midvale, UT
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $10,727,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20240723122006NAL0011710801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,727,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,727,128
- Net assets (BOY)
- $9,777,899
Income & contributions
- Employer contributions
- $232,679
- Participant contributions
- $637,094
- Total contributions
- $869,773
- Total income / additions
- $2,792,012
Expenses & distributions
- Benefits paid
- $1,669,931
- Administrative expenses
- $47,848
- Total expenses
- $1,842,783
- Net increase / (decrease)
- $949,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | RECORD KEEPER | $0 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $0 | $0 | 2023 |
| United 401k Plans, Inc. | THIRD PARTY ADMIN | $0 | $0 | 2023 |
| Ascensus | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veritas Funding, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Midvale, UT
- The Vanguard Group, Inc. — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- United 401k Plans, Inc. — Schedule C compensation
- Ascensus — Schedule C compensation