Plan5500

Versa Engineering & Technology, 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, Versa Engineering & Technology, Inc. (EIN 20-3078413) is a plan sponsor located in Concord, CA with 2 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
20-3078413
Location
Concord, CA
Loaded plans
2
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 Versa Engineering & Technology, Inc.

  • 2 loaded plans hold $3.1M in reported assets.
  • The largest, Versa Engineering & Technology 401(K) Profit Sharing Plan, holds 91% of this company's reported plan assets.
  • Plans cover 149 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,115,929
Total reported assets$3.1M$3,115,929
Total reported participants149
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributions$51.8K
Participant contributions$144.9K
Total income / additions$406.2K
Expenses & distributions
Benefits paid / distributions$605.5K
Total expenses$621.9K
Net increase / (decrease)-$215.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets91%Versa Engineering & Technology 401(K) Profit Sharing Plan
Participants per plan75Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Versa Engineering & Technology 401(K) Profit Sharing Plan$2.8M
    Plan #001 · 59 participants · 2023
  2. 2
    Versa Engineering & Technology, Inc. Employee Stock Ownership Plan$276.1K
    Plan #002 · 90 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 Versa Engineering & Technology, Inc.. Open one for its full reported snapshot.

  1. 2023
    Versa Engineering & Technology 401(K) Profit Sharing Plan59 participants · 2Sch I
    View filing →
  2. 2023
    Versa Engineering & Technology, Inc. Employee Stock Ownership Plan90 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Versa Engineering & Technology, Inc. report on Form 5500?
Versa Engineering & Technology, Inc. (EIN 20-3078413) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Versa Engineering & Technology, Inc.?
The Employer Identification Number (EIN) reported for Versa Engineering & Technology, Inc. is 20-3078413.
What is the latest Form 5500 filing year for Versa Engineering & Technology, Inc.?
The latest loaded Form 5500 filing year for Versa Engineering & Technology, Inc. is 2023.

Related Form 5500 pages