2023 Form 5500 filing — Velocity Global 401(K) 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 20241009105915NAL0036786770001) for Velocity Global 401(K) Retirement Plan, reported by Velocity Global, LLC under EIN 46-1915233 and plan number 001. It reports 503 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)$18.4MReported net assets$18,422,842
Participants503
Provider compensation$94.9K2 Schedule C row(s)$94,906
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009105915NAL0036786770001
Plan sponsor
Velocity Global, LLC
EIN
46-1915233
Plan number
001
Location
Denver, CO
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)$18.4M total assets
Net assets$18.4MLiabilities$0
Money in vs. money out
Total income / additions$9.3M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$1.6M
Participant$3.9M
Full reported line items
Total assets (EOY)
$18,422,842
Total liabilities (EOY)
$0
Net assets (EOY)
$18,422,842
Employer contributions
$1,631,804
Participant contributions
$3,872,015
Total income / additions
$9,283,970
Benefits paid
$2,418,581
Administrative expenses
$68,751
Total expenses
$2,492,595
Net increase / (decrease)
$6,791,375
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $68.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $26.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009105915NAL0036786770001 cover?
It is the 2023 Form 5500 filing for Velocity Global 401(K) Retirement Plan, reported by Velocity Global, LLC (EIN 46-1915233).
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