2023 Form 5500 filing — Venafi, Inc. 401(K) 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 20240917164243NAL0001227779001) for Venafi, Inc. 401(K) Plan, reported by Venafi, Inc. under EIN 91-2084730 and plan number 001. It reports 481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$31.5MReported net assets$31,539,839
Participants481
Provider compensation$130.1K3 Schedule C row(s)$130,118
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917164243NAL0001227779001
Plan sponsor
Venafi, Inc.
EIN
91-2084730
Plan number
001
Location
Salt Lake City, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$31.5M total assets
Net assets$31.5MLiabilities$0
Money in vs. money out
Total income / additions$11.6M
Total expenses$3.9M
Benefits paid / distributions$3.7M
Contributions
Employer$677.4K
Participant$4.7M
Full reported line items
Total assets (EOY)
$31,539,839
Total liabilities (EOY)
$0
Net assets (EOY)
$31,539,839
Employer contributions
$677,359
Participant contributions
$4,667,698
Total income / additions
$11,587,834
Benefits paid
$3,701,626
Administrative expenses
$130,118
Total expenses
$3,876,332
Net increase / (decrease)
$7,711,502
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $59.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $52.3K
  3. 3
    INVESTMENT MGMT · Direct $18K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917164243NAL0001227779001 cover?
It is the 2023 Form 5500 filing for Venafi, Inc. 401(K) Plan, reported by Venafi, Inc. (EIN 91-2084730).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages