Valkyrie Enterprises, Inc. Employee Stock Ownership Plan — Form 5500 plan (Valkyrie Enterprises, Inc.)
Plain-English plan 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, Valkyrie Enterprises, Inc. Employee Stock Ownership Plan is a benefit plan reported by Valkyrie Enterprises, Inc. under EIN 06-1818880 and plan number 002. The latest loaded filing year is 2023. The filing reports 700 participants and $14,730,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valkyrie Enterprises, Inc.
- EIN
- 06-1818880
- Plan number
- 002
- Plan type
- 2
- Location
- Virginia Beach, VA
- Latest filing year
- 2023
- Participants
- 700
- End-of-year plan assets
- $14,730,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 700 | H | 20241010123317NAL0020072273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,730,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,730,033
- Net assets (BOY)
- $14,047,168
Income & contributions
- Total contributions
- $0
- Total income / additions
- $717,461
Expenses & distributions
- Benefits paid
- $30,663
- Administrative expenses
- $3,933
- Total expenses
- $34,596
- Net increase / (decrease)
- $682,865
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.