Verified Credentials, LLC 401(K) Safe Harbor Plan — Form 5500 plan (Verified Credentials, LLC)

Plain-English plan 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, Verified Credentials, LLC 401(K) Safe Harbor Plan is a benefit plan reported by Verified Credentials, LLC under EIN 41-1505620 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $14,348,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Verified Credentials, LLC
EIN
41-1505620
Plan number
001
Plan type
2
Location
Lakeville, MN
Latest filing year
2023
Participants
238
End-of-year plan assets
$14,348,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241014132529NAL0044634208001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,348,766
Total liabilities (EOY)
$0
Net assets (EOY)
$14,348,766
Net assets (BOY)
$10,494,881

Income & contributions

Employer contributions
$445,062
Participant contributions
$823,772
Total contributions
$2,901,897
Total income / additions
$5,201,069

Expenses & distributions

Benefits paid
$1,294,932
Administrative expenses
$52,252
Total expenses
$1,347,184
Net increase / (decrease)
$3,853,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wacker & Associates, Inc.ADVISOR$48,046not reported in the loaded dataset2023

Related Form 5500 pages