VERITAS WEALTH MANAGEMENT LLC
Plan context: VERITAS WEALTH MANAGEMENT LLC 401(K) PLAN
EIN 93-1446026 • North Kingstown, RI • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$237,079
2025 Contributions
$105,370
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $237,079 | $105,370 | $26,343iApproximate average salary by contribution assumption: employee only about $658,563 at 4% or $439,042 at 6%; with 50% employer match about $439,042 at 4% or $292,694 at 6%; with 100% employer match about $329,281 at 4% or $219,521 at 6%. |
| VERITAS WEALTH MANAGEMENT LLC 401(K) PLAN | - | 4 | $237,079 | $105,370 | $26,343iApproximate average salary by contribution assumption: employee only about $658,563 at 4% or $439,042 at 6%; with 50% employer match about $439,042 at 4% or $292,694 at 6%; with 100% employer match about $329,281 at 4% or $219,521 at 6%. |
| 2024 | 1 | 4 | $106,345 | $91,071 | $22,768iApproximate average salary by contribution assumption: employee only about $569,194 at 4% or $379,463 at 6%; with 50% employer match about $379,463 at 4% or $252,975 at 6%; with 100% employer match about $284,597 at 4% or $189,731 at 6%. |
| VERITAS WEALTH MANAGEMENT LLC 401(K) PLAN | - | 4 | $106,345 | $91,071 | $22,768iApproximate average salary by contribution assumption: employee only about $569,194 at 4% or $379,463 at 6%; with 50% employer match about $379,463 at 4% or $252,975 at 6%; with 100% employer match about $284,597 at 4% or $189,731 at 6%. |
| 2023 | 1 | 4 | $5,190 | $5,190 | $1,298iApproximate average salary by contribution assumption: employee only about $32,438 at 4% or $21,625 at 6%; with 50% employer match about $21,625 at 4% or $14,417 at 6%; with 100% employer match about $16,219 at 4% or $10,813 at 6%. |
| VERITAS WEALTH MANAGEMENT LLC 401(K) PLAN | - | 4 | $5,190 | $5,190 | $1,298iApproximate average salary by contribution assumption: employee only about $32,438 at 4% or $21,625 at 6%; with 50% employer match about $21,625 at 4% or $14,417 at 6%; with 100% employer match about $16,219 at 4% or $10,813 at 6%. |