Valluzzo Companies LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Valluzzo Companies LLC (EIN 38-3821140) is a plan sponsor located in Baton Rouge, LA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-3821140
Location
Baton Rouge, LA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,920,522
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,920,522

Contributions & income

Employer contributions
$852,563
Participant contributions
$1,080,443
Total income / additions
$4,526,949

Expenses & distributions

Benefits paid / distributions
$1,858,632
Total expenses
$2,027,813
Net increase / (decrease)
$2,499,136

Coverage

Total reported participants
1,069
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Valluzzo Companies LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Valluzzo Companies, LLC 401(K) Retirement Plan001838$19,920,5222023
Valluzzo Companies LLC Welfare Benefit Plan501231not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Valluzzo Companies LLC
YearPlanParticipantsSchedulesFiling
2023Valluzzo Companies LLC Welfare Benefit Plan23120240506144753NAL0023655283002
2023Valluzzo Companies, LLC 401(K) Retirement Plan838H, C20241009154714NAL0018690465001

Related Form 5500 pages