2023 Form 5500 filing — Valgroup North America, Inc. 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 20241014140529NAL0053872818001) for Valgroup North America, Inc. 401(K) Plan, reported by Valgroup North America, Inc. under EIN 47-2420000 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140529NAL0053872818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valgroup North America, Inc.
- EIN
- 47-2420000
- Plan number
- 001
- Location
- Findlay, OH
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,720,236
- Net assets (EOY)
- $7,720,236
- Employer contributions
- $456,791
- Participant contributions
- $640,820
- Total income / additions
- $2,583,846
- Benefits paid
- $499,137
- Administrative expenses
- $3,860
- Total expenses
- $502,997
- Net increase / (decrease)
- $2,080,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Innovations & Consulting | ADMINISTRATOR | $2,065 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,795 | $0 |