2023 Form 5500 filing — Valor Crane & Equipment LLC Employee Benefit 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 20250417145224NAL0000632035001) for Valor Crane & Equipment LLC Employee Benefit Plan, reported by Valor Crane & Equipment LLC under EIN 83-3569444 and plan number 501. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250417145224NAL0000632035001
Filing year
2023
Form type
2
Plan sponsor
Valor Crane & Equipment LLC
EIN
83-3569444
Plan number
501
Location
Selma, TX
Participants
62
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,928
Total liabilities (EOY)
$143,392
Net assets (EOY)
-$111,464
Employer contributions
$439,838
Participant contributions
$0
Total income / additions
$440,666
Benefits paid
$328,433
Administrative expenses
$7,977
Total expenses
$537,289
Net increase / (decrease)
-$96,623
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adams BenefitBROKER$20,160not reported in the loaded dataset
The Benecon GroupBROKER$17,693not reported in the loaded dataset
Meritain HealthADMIN$7,977not reported in the loaded dataset
The Benecon GroupBROKER$5,570not reported in the loaded dataset
Adams BenefitBROKER$4,896not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$3,058not reported in the loaded dataset
Meritain HealthADMIN$1,646not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$721not reported in the loaded dataset

Related Form 5500 pages