2023 Form 5500 filing — Valicor Environmental Services, LLC 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 20241007132435NAL0007613075001) for Valicor Environmental Services, LLC 401(K) Plan, reported by Valicor Environmental Services, LLC under EIN 31-1047208 and plan number 001. It reports 592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007132435NAL0007613075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valicor Environmental Services, LLC
- EIN
- 31-1047208
- Plan number
- 001
- Location
- Monroe, OH
- Participants
- 592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,831,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,831,084
- Employer contributions
- $1,307,122
- Participant contributions
- $2,021,640
- Total income / additions
- $5,964,127
- Benefits paid
- $1,475,105
- Administrative expenses
- $99,919
- Total expenses
- $1,621,683
- Net increase / (decrease)
- $4,342,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,673 | not reported in the loaded dataset |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $32,092 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance | RECORDKEEPER | $30,271 | $0 |
| Tower Watson Investment Services In | INVESTMENT ADVISOR/OTHER | $11,579 | not reported in the loaded dataset |