Plan5500

Veridiam, Inc. Retirement Savings Plan — Form 5500 plan (Veridiam, Inc.)

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, Veridiam, Inc. Retirement Savings Plan is a benefit plan reported by Veridiam, Inc. under EIN 51-0374739 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $13,928,007 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veridiam, Inc.
EIN
51-0374739
Plan number
001
Plan type
2
Location
El Cajon, CA
Latest filing year
2023
Participants
281
End-of-year plan assets
$13,928,007

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20240802181210NAL0025260641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,928,007
Total liabilities (EOY)
$0
Net assets (EOY)
$13,928,007
Net assets (BOY)
$14,464,284

Income & contributions

Employer contributions
$325,250
Participant contributions
$842,404
Total contributions
$1,242,990
Total income / additions
$3,152,947

Expenses & distributions

Benefits paid
$3,630,669
Administrative expenses
$47,933
Total expenses
$3,689,224
Net increase / (decrease)
-$536,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$47,933not reported in the loaded dataset2023
Creative Planning Hold Co, LLCSERVICE PROVIDER$0$27,4692023

Related Form 5500 pages