Plan5500

Virtium, 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, Virtium, LLC (EIN 47-4598946) is a plan sponsor located in Rancho Santa Margarita, 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
47-4598946
Location
Rancho Santa Margarita, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.9MSummed across loaded plans$13,938,020
Total reported assets$13.9M$13,938,020
Total reported participants279
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.9M total assets
Net assets$13.9MLiabilities$0
Contributions & income
Employer contributions$280K
Participant contributions$1.1M
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$2.7M

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%Virtium, LLC Profit Sharing 401(K) Plan
Participants per plan140Average 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
    Virtium, LLC Profit Sharing 401(K) Plan$13.9M
    Plan #002 · 172 participants · 2023
  2. 2
    Virtium, LLC Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 107 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Virtium, LLC
YearPlanParticipantsSchedulesFiling
2023Virtium, LLC Health And Welfare Benefits Plan107—20240606165511NAL0039514496001
2023Virtium, LLC Profit Sharing 401(K) Plan172H, C20240808172747NAL0009062672001

Related Form 5500 pages