Vrc 401(K) & Profit Sharing Program — Form 5500 plan (Veracity Research Co., 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, Vrc 401(K) & Profit Sharing Program is a benefit plan reported by Veracity Research Co., LLC under EIN 73-1480470 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $2,724,606 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veracity Research Co., LLC
EIN
73-1480470
Plan number
001
Plan type
2
Location
Denton, TX
Latest filing year
2023
Participants
447
End-of-year plan assets
$2,724,606

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023447H, C20250715193712NAL0001873635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,724,606
Total liabilities (EOY)
$0
Net assets (EOY)
$2,724,606
Net assets (BOY)
$4,165,524

Income & contributions

Employer contributions
$40,159
Participant contributions
$294,406
Total contributions
$334,565
Total income / additions
$1,315,347

Expenses & distributions

Benefits paid
$2,718,978
Administrative expenses
$37,287
Total expenses
$2,756,265
Net increase / (decrease)
-$1,440,918

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Msjc, Lp Dba Cfo4life, LpFINANCIAL ADVISORS$14,784not reported in the loaded dataset2023
Inwest Retirement SolutionsTPA$12,411not reported in the loaded dataset2023
NationwideCUSTODIAN$6,093$872023

Related Form 5500 pages