Verigon, LLC — 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, Verigon, LLC (EIN 27-4273763) is a plan sponsor located in Tempe, AZ 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
27-4273763
Location
Tempe, AZ
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 Verigon, LLC

  • 2 loaded plans hold $6.6M in reported assets.
  • The largest, Verigon, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 506 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.6MSummed across loaded plans$6,578,354
Total reported assets$6.6M$6,578,559
Total reported participants506
Total reported liabilities$205

Reported net position

Reported assets = net assets + liabilities (summed)$6.6M total assets
Net assets$6.6MLiabilities$205
Contributions & income
Employer contributions$288.2K
Participant contributions$685.1K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$630.9K
Total expenses$682.7K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Verigon, LLC 401(K) Plan
Participants per plan253Average 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
    Plan #001 · 291 participants · 2023
  2. 2
    Verigon, LLC Employee Benefitsnot reported in the loaded dataset
    Plan #501 · 215 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Verigon, LLC. Open one for its full reported snapshot.

  1. 2023
    Verigon, LLC 401(K) Plan291 participants · 2Sch HSch C
    View filing →
  2. 2023
    Verigon, LLC Employee Benefits215 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Verigon, LLC report on Form 5500?
Verigon, LLC (EIN 27-4273763) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Verigon, LLC?
The Employer Identification Number (EIN) reported for Verigon, LLC is 27-4273763.
What is the latest Form 5500 filing year for Verigon, LLC?
The latest loaded Form 5500 filing year for Verigon, LLC is 2023.

Related Form 5500 pages