2023 Form 5500 filing — Vallencourt Construction Company, Inc. 401(K) Profit Sharing 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 20241008153242NAL0017892481001) for Vallencourt Construction Company, Inc. 401(K) Profit Sharing Plan, reported by Vallencourt Construction Company, Inc. under EIN 59-2469052 and plan number 001. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008153242NAL0017892481001
Filing year
2023
Form type
2
Plan sponsor
Vallencourt Construction Company, Inc.
EIN
59-2469052
Plan number
001
Location
Green Cove Springs, FL
Participants
401
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,283,922
Total liabilities (EOY)
$34
Net assets (EOY)
$4,283,888
Employer contributions
$106,017
Participant contributions
$437,254
Total income / additions
$1,094,770
Benefits paid
$374,226
Administrative expenses
$25,935
Total expenses
$463,337
Net increase / (decrease)
$631,433
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch, Pierce, FennerINVESTMENT ADVISOR$17,403not reported in the loaded dataset
Retirement Solutions SpecialistsCONTRACT ADMIN$2,630$1,744
Empower Annuity Insurance CoRECORDKEEPER$1,493$0

Related Form 5500 pages