Vertical Screen, Inc. 401(K) Plan — Form 5500 plan (Vertical Screen, 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, Vertical Screen, Inc. 401(K) Plan is a benefit plan reported by Vertical Screen, Inc. under EIN 52-2280966 and plan number 001. The latest loaded filing year is 2023. The filing reports 880 participants and $37,509,790 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vertical Screen, Inc.
EIN
52-2280966
Plan number
001
Plan type
2
Location
Warminster, PA
Latest filing year
2023
Participants
880
End-of-year plan assets
$37,509,790

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023880H, C20241011155956NAL0037589488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,509,790
Total liabilities (EOY)
$0
Net assets (EOY)
$37,509,790
Net assets (BOY)
$29,369,164

Income & contributions

Employer contributions
$768,801
Participant contributions
$2,922,910
Total contributions
$4,028,183
Total income / additions
$9,996,506

Expenses & distributions

Benefits paid
$1,838,093
Administrative expenses
$12,718
Total expenses
$1,855,880
Net increase / (decrease)
$8,140,626

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$6,918not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,800$02023

Related Form 5500 pages