2023 Form 5500 filing — Valmark, Inc. Retirement 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 20241015120341NAL0029523249001) for Valmark, Inc. Retirement Plan, reported by Valmark, Inc. under EIN 91-1110337 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120341NAL0029523249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valmark, Inc.
- EIN
- 91-1110337
- Plan number
- 001
- Location
- Friday Harbor, WA
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,066,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,066,239
- Employer contributions
- $183,123
- Participant contributions
- $318,770
- Total income / additions
- $2,123,966
- Benefits paid
- $103,467
- Administrative expenses
- $17,084
- Total expenses
- $120,551
- Net increase / (decrease)
- $2,003,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lc Morgan Stanley | NONE | $14,984 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $2,100 | $0 |