Plan5500

Velosio, LLC 401(K) Plan — Form 5500 plan (Velosio, 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, Velosio, LLC 401(K) Plan is a benefit plan reported by Velosio, LLC under EIN 82-3716350 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $47,724,985 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Velosio, LLC
EIN
82-3716350
Plan number
001
Plan type
2
Location
Dublin, OH
Latest filing year
2023
Participants
499
End-of-year plan assets
$47,724,985

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023499H, C20240923160925NAL0023959586001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,724,985
Net assets (EOY)
$47,724,985
Net assets (BOY)
$37,588,400

Income & contributions

Employer contributions
$1,235,071
Participant contributions
$4,514,397
Total contributions
$6,864,085
Total income / additions
$13,930,399

Expenses & distributions

Benefits paid
$3,716,206
Administrative expenses
$77,608
Total expenses
$3,793,814
Net increase / (decrease)
$10,136,585

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisors LLCADVISOR$39,474not reported in the loaded dataset2023
Fidelity InvestmentsRECORDKEEPER$38,127not reported in the loaded dataset2023

Related Form 5500 pages