2023 Form 5500 filing — Valco 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924130241NAL0026234722001) for Valco 401(K) Plan, reported by Vallorbs Jewel Company under EIN 23-2192273 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924130241NAL0026234722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vallorbs Jewel Company
- EIN
- 23-2192273
- Plan number
- 001
- Location
- New Holland, PA
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,639,730
- Total liabilities (EOY)
- $12,414
- Net assets (EOY)
- $14,627,316
- Employer contributions
- $423,125
- Participant contributions
- $904,014
- Total income / additions
- $3,743,789
- Benefits paid
- $585,512
- Administrative expenses
- $49,159
- Total expenses
- $637,078
- Net increase / (decrease)
- $3,106,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel Investment Advisors | NONE | $26,271 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $18,061 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,565 | $0 |
| American Century Investment Inc | NONE | $0 | $0 |
| Putnam Investment , LLC | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |