2023 Form 5500 filing — Valvoline 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 20241014103035NAL0027030369001) for Valvoline 401(K) Plan, reported by Valvoline Inc. under EIN 30-0939371 and plan number 002. It reports 14,442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103035NAL0027030369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valvoline Inc.
- EIN
- 30-0939371
- Plan number
- 002
- Location
- Lexington, KY
- Participants
- 14,442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $296,784,450
- Total liabilities (EOY)
- $5,809
- Net assets (EOY)
- $296,778,641
- Employer contributions
- $10,104,320
- Participant contributions
- $13,208,524
- Total income / additions
- $70,922,286
- Benefits paid
- $28,973,059
- Administrative expenses
- $396,888
- Total expenses
- $29,331,682
- Net increase / (decrease)
- $41,590,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $241,271 | $0 |
| Aon Hewitt Investment Consulting, | PLAN ADMINISTRATOR | $155,617 | not reported in the loaded dataset |