2023 Form 5500 filing — Valtech 401(K) Savings 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 20240925171634NAL0014722401001) for Valtech 401(K) Savings Plan, reported by Valtech Solutions, LLC under EIN 27-3548024 and plan number 001. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925171634NAL0014722401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valtech Solutions, LLC
- EIN
- 27-3548024
- Plan number
- 001
- Location
- Plano, TX
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,059,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,059,556
- Employer contributions
- $1,413,470
- Participant contributions
- $3,063,320
- Total income / additions
- $9,418,076
- Benefits paid
- $2,094,811
- Administrative expenses
- $83,693
- Total expenses
- $2,178,504
- Net increase / (decrease)
- $7,239,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities | ADVISOR | $40,732 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $39,960 | $0 |