Vallen Distribution, Inc. — 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, Vallen Distribution, Inc. (EIN 56-2281578) is a plan sponsor located in Belmont, NC with 2 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
56-2281578
Location
Belmont, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$189,783,952
Total reported net assets (EOY)
$189,783,952

Contributions & income

Employer contributions
$3,485,133
Participant contributions
$10,003,345
Total income / additions
$40,930,342

Expenses & distributions

Benefits paid / distributions
$17,379,538
Total expenses
$17,657,346
Net increase / (decrease)
$23,272,996

Coverage

Total reported participants
5,457
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

Vallen Distribution, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Vallen Distribution, Inc. 401(K) Plan0013,084$189,783,9522023
Vallen Distribution, Inc. Health & Welfare Plan5022,373not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Vallen Distribution, Inc.
YearPlanParticipantsSchedulesFiling
2023Vallen Distribution, Inc. Health & Welfare Plan2,37320240712130720NAL0011275059001
2023Vallen Distribution, Inc. 401(K) Plan3,084H, C20240909100232NAL0002314019001

Related Form 5500 pages