2023 Form 5500 filing — Valley Joist, LLC 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 20241014070231NAL0026738593001) for Valley Joist, LLC 401(K) Savings Plan, reported by Valley Joist, LLC under EIN 63-1106232 and plan number 001. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014070231NAL0026738593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Joist, LLC
- EIN
- 63-1106232
- Plan number
- 001
- Location
- Fort Payne, AL
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,334,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,334,227
- Employer contributions
- $486,447
- Participant contributions
- $607,177
- Total income / additions
- $1,505,881
- Benefits paid
- $305,808
- Administrative expenses
- $40,721
- Total expenses
- $357,187
- Net increase / (decrease)
- $1,148,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Warren Averett, LLC | ACCOUNTING | $18,500 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $15,052 | $0 |
| Gallagher Benefit Services | INVESTMENT ADVISORY | $7,169 | not reported in the loaded dataset |