How big is Veripax Wealth Management, Inc.'s plan?

Veripax Wealth Management, Inc.'s plan reported $421K in assets and 3 participants for 2024.

Original filing (PDF)20250618132828NAL0003870160001

Veripax Wealth Management, Inc.

Name: Veripax Wealth Management, Inc. — VWM Cash Balance, Form 5500 (2024)
Creator: Veripax Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VWM Cash Balance Plan

Defined-benefit pension plan · Veripax Wealth Management, Inc.'s VWM Cash Balance Plan held $421K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

Jerry Verseput signed Veripax Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

Jerry Verseput — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Veripax Wealth Management, Inc.'s EIN is 26-0436959.

EIN 26-0436959

Plan number 002

Plan year 2024

ACK ID 20250618132828NAL0003870160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Veripax Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Veripax Wealth Management, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERIPAX WEALTH MANAGEMENT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score