Via Technologies, Inc. Retirement Savings Plan — Form 5500 plan (Via Technologies, 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, Via Technologies, Inc. Retirement Savings Plan is a benefit plan reported by Via Technologies, Inc. under EIN 94-3294102 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $104,500,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Via Technologies, Inc.
EIN
94-3294102
Plan number
001
Plan type
3
Location
Fremont, CA
Latest filing year
2023
Participants
214
End-of-year plan assets
$104,500,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241002142441NAL0004889651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,500,330
Total liabilities (EOY)
$0
Net assets (EOY)
$104,500,330
Net assets (BOY)
$90,595,553

Income & contributions

Employer contributions
$71,244
Participant contributions
$993,057
Total contributions
$1,064,301
Total income / additions
$23,310,345

Expenses & distributions

Benefits paid
$9,383,469
Administrative expenses
$18,785
Total expenses
$9,405,568
Net increase / (decrease)
$13,904,777

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$18,315$02023

Related Form 5500 pages