2023 Form 5500 filing — Veritas Funding. LLC Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723122006NAL0011710801001) for Veritas Funding. LLC Retirement Plan, reported by Veritas Funding, LLC under EIN 86-1092244 and plan number 001. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723122006NAL0011710801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veritas Funding, LLC
- EIN
- 86-1092244
- Plan number
- 001
- Location
- Midvale, UT
- Participants
- 614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,727,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,727,128
- Employer contributions
- $232,679
- Participant contributions
- $637,094
- Total income / additions
- $2,792,012
- Benefits paid
- $1,669,931
- Administrative expenses
- $47,848
- Total expenses
- $1,842,783
- Net increase / (decrease)
- $949,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | RECORD KEEPER | $0 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $0 | $0 |
| United 401k Plans, Inc. | THIRD PARTY ADMIN | $0 | $0 |
| Ascensus | RECORDKEEPER | $0 | $0 |