Verista, Inc. 401(K) Plan — Form 5500 plan (Verista, 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, Verista, Inc. 401(K) Plan is a benefit plan reported by Verista, Inc. under EIN 84-3891514 and plan number 001. The latest loaded filing year is 2023. The filing reports 702 participants and $34,331,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Verista, Inc.
- EIN
- 84-3891514
- Plan number
- 001
- Plan type
- 2
- Location
- Fishers, IN
- Latest filing year
- 2023
- Participants
- 702
- End-of-year plan assets
- $34,331,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 702 | H, C | 20241007143503NAL0016242417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,331,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,331,282
- Net assets (BOY)
- $26,127,529
Income & contributions
- Employer contributions
- $1,249,255
- Participant contributions
- $4,494,885
- Total contributions
- $6,150,139
- Total income / additions
- $11,257,725
Expenses & distributions
- Benefits paid
- $2,887,848
- Administrative expenses
- $115,023
- Total expenses
- $3,053,972
- Net increase / (decrease)
- $8,203,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Investment Advis | INVESTMENT ADVISOR | $62,530 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,475 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,018 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Verista, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fishers, IN
- Shepherd Financial Investment Advis — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation