2023 Form 5500 filing — Veritone, 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 20241015155924NAL0058586850001) for Veritone, Inc. 401(K) Plan, reported by Veritone, Inc. under EIN 47-1161641 and plan number 001. It reports 565 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)$24.4MReported net assets$24,444,300
Participants565
Provider compensation$101.4K3 Schedule C row(s)$101,372
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015155924NAL0058586850001
Plan sponsor
Veritone, Inc.
EIN
47-1161641
Plan number
001
Location
Denver, CO
Received date
not reported in the loaded dataset
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)$24.4M total assets
Net assets$24.4MLiabilities$0
Money in vs. money out
Total income / additions$10.2M
Total expenses$4.1M
Benefits paid / distributions$4M
Contributions
Employer$1.3M
Participant$4.6M
Full reported line items
Total assets (EOY)
$24,444,300
Total liabilities (EOY)
$0
Net assets (EOY)
$24,444,300
Employer contributions
$1,314,950
Participant contributions
$4,597,784
Total income / additions
$10,159,800
Benefits paid
$4,035,074
Administrative expenses
$101,372
Total expenses
$4,136,446
Net increase / (decrease)
$6,023,354

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$46,666$0
Burnham Gibson Wealth Advisors LLCADVISOR$46,379not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$8,327not reported in the loaded dataset

Related Form 5500 pages