Veristat, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Veristat, 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, Veristat, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Veristat, LLC under EIN 46-1606004 and plan number 002. The latest loaded filing year is 2023. The filing reports 346 participants and $20,210,127 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veristat, LLC
EIN
46-1606004
Plan number
002
Plan type
2
Location
Southborough, MA
Latest filing year
2023
Participants
346
End-of-year plan assets
$20,210,127

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023346H, C20240919051934NAL0002139443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,210,127
Total liabilities (EOY)
$0
Net assets (EOY)
$20,210,127
Net assets (BOY)
$17,744,372

Income & contributions

Employer contributions
$606,102
Participant contributions
$2,548,955
Total contributions
$3,500,646
Total income / additions
$6,740,858

Expenses & distributions

Benefits paid
$4,214,023
Administrative expenses
$41,883
Total expenses
$4,275,103
Net increase / (decrease)
$2,465,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$37,048$02023
Adp, Inc.RECORD KEEPER$4,835$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages