Verifone, Inc. 401(K) Retirement Savings & Investment Plan — Form 5500 plan (Verifone, 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, Verifone, Inc. 401(K) Retirement Savings & Investment Plan is a benefit plan reported by Verifone, Inc. under EIN 99-0206064 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,467 participants and $167,428,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Verifone, Inc.
EIN
99-0206064
Plan number
001
Plan type
2
Location
Coral Springs, FL
Latest filing year
2023
Participants
1,467
End-of-year plan assets
$167,428,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,467H, C20240522113354NAL0003809233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$167,428,348
Total liabilities (EOY)
$0
Net assets (EOY)
$167,428,348
Net assets (BOY)
$145,074,625

Income & contributions

Employer contributions
$2,765,087
Participant contributions
$6,355,420
Total contributions
$9,514,013
Total income / additions
$38,227,898

Expenses & distributions

Benefits paid
$15,702,980
Administrative expenses
$145,264
Total expenses
$15,874,175
Net increase / (decrease)
$22,353,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$55,871$02023
Lpl Financial LLCADVISOR$50,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$39,887not reported in the loaded dataset2023

Related Form 5500 pages