Plan5500

Veralon Partners Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Veralon Partners Inc. (EIN 02-0542726) is a plan sponsor located in Bala Cynwyd, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
02-0542726
Location
Bala Cynwyd, PA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Veralon Partners Inc.

  • 1 loaded plans hold $2.8M in reported assets.
  • The largest, Veralon Partners Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 35 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$3MSummed across loaded plans-$2,956,455
Total reported assets$2.8M$2,763,860
Total reported participants35
Total reported liabilities$5.7M$5,720,315

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets-$3MLiabilities$5.7M
Contributions & income
Employer contributions$251.8K
Participant contributionsNot reported
Total income / additions-$543.7K
Expenses & distributions
Benefits paid / distributions$1.8K
Total expenses$98.3K
Net increase / (decrease)-$642K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Veralon Partners Inc. Employee Stock Ownership Plan
Participants per plan35Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Veralon Partners Inc. Employee Stock Ownership Plan$2.8M
    Plan #003 · 35 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Veralon Partners Inc.. Open one for its full reported snapshot.

  1. 2023
    Veralon Partners Inc. Employee Stock Ownership Plan35 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Veralon Partners Inc. report on Form 5500?
Veralon Partners Inc. (EIN 02-0542726) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Veralon Partners Inc.?
The Employer Identification Number (EIN) reported for Veralon Partners Inc. is 02-0542726.
What is the latest Form 5500 filing year for Veralon Partners Inc.?
The latest loaded Form 5500 filing year for Veralon Partners Inc. is 2023.

Related Form 5500 pages