Veratis Advisors, Inc.

North Carolina
Registered In
11/07/2001
Incorp. Date

Company Summary

Veratis Advisors, Inc. at 1400 Crescent Grn STE 110, Cary, Nc 27518 lists Stephen D Simpson of Apex, NC and Jason Carter of Wake Forest, NC as the associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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Simpson, Stephen D. Registered Agent
1400 CRESCENT GRN STE 110, CARY, NC 27518
Stephen D Simpson President
4025 CHAUMONT DR, APEX, NC 27539
Jason Carter Vice President
850 WALL RD, WAKE FOREST, NC 27587
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1400 CRESCENT GRN STE 110, CARY, NC 27518 View Map

Financial Information for Veratis Advisors, Inc.

Form 5500

VERATIS ADVISORS, INC.

1400 Crescent Green Suite 110, Cary, Nc 27518 (919) 460-8875 EIN:56-2274965 Plan Admin:Steve Simpson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameVERATIS 401K PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,401,637 / $1,894,418 2023 VERATIS 401K PLAN - Plan #001 10 / 11 $1,401,637 / $1,894,418
2022 Plan NameVERATIS 401K PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,570,228 / $1,401,637 2022 VERATIS 401K PLAN - Plan #001 10 / 10 $1,570,228 / $1,401,637
2021 Plan NameVERATIS 4O1 K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,255,056 / $1,570,228 2021 VERATIS 4O1 K PLAN - Plan #001 9 / 9 $1,255,056 / $1,570,228
2020 Plan NameVERATIS 4O1 K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$965,630 / $1,255,056 2020 VERATIS 4O1 K PLAN - Plan #001 9 / 9 $965,630 / $1,255,056
2019 Plan NameVERATIS 4O1 K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$696,954 / $965,630 2019 VERATIS 4O1 K PLAN - Plan #001 9 / 9 $696,954 / $965,630
Benefit & Retirement Plans based on Form 5500.
Address Match:1400 Crescent Grn Cary, NC
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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