2023 Form 5500 filing — Valley Power Systems, Inc. Profit Sharing & Pre-Tax 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 20241014161745NAL0054388834001) for Valley Power Systems, Inc. Profit Sharing & Pre-Tax Savings Plan, reported by Valley Power Systems, Inc. under EIN 95-1589118 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.1MReported net assets$19,055,505
Participants262
Provider compensation$53.9K3 Schedule C row(s)$53,855
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014161745NAL0054388834001
Plan sponsor
Valley Power Systems, Inc.
EIN
95-1589118
Plan number
001
Location
City Of Industry, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.1M total assets
Net assets$19.1MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$3.2M
Benefits paid / distributions$3.2M
Contributions
Employer$99.7K
Participant$895K
Full reported line items
Total assets (EOY)
$19,055,505
Total liabilities (EOY)
$0
Net assets (EOY)
$19,055,505
Employer contributions
$99,659
Participant contributions
$894,973
Total income / additions
$3,522,260
Benefits paid
$3,191,387
Administrative expenses
$53,855
Total expenses
$3,244,670
Net increase / (decrease)
$277,590
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $33.5K
  2. 2
    RECORDKEEPER · Direct $13.5K · Indirect $0
  3. 3
    ADVISOR · Direct $6.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014161745NAL0054388834001 cover?
It is the 2023 Form 5500 filing for Valley Power Systems, Inc. Profit Sharing & Pre-Tax Savings Plan, reported by Valley Power Systems, Inc. (EIN 95-1589118).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages