2023 Form 5500 filing — Valorus

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 20250923153238NAL0009398066001) for Valorus, reported by Valorus under EIN 94-2800985 and plan number 002. It reports 42 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)$1.5MReported net assets$1,522,637
Participants42
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250923153238NAL0009398066001
Plan sponsor
Valorus
EIN
94-2800985
Plan number
002
Location
Sacramento, CA
Received date
not reported in the loaded dataset
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$335.8K
Total expenses$9.2K
Benefits paid / distributions$9.2K
Contributions
Employer$68.5K
Participant$79.5K
Full reported line items
Total assets (EOY)
$1,522,637
Total liabilities (EOY)
$0
Net assets (EOY)
$1,522,637
Employer contributions
$68,513
Participant contributions
$79,500
Total income / additions
$335,787
Benefits paid
$9,237
Administrative expenses
$0
Total expenses
$9,237
Net increase / (decrease)
$326,550

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
N/Anot reported in the loaded datasetnot reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages