Value Line, Inc. Profit Sharing And Savings Plan — Form 5500 plan (Value Line 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, Value Line, Inc. Profit Sharing And Savings Plan is a benefit plan reported by Value Line Inc under EIN 13-3139843 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $21,655,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Value Line Inc
- EIN
- 13-3139843
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $21,655,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20250212093701NAL0011490643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,655,235
- Total liabilities (EOY)
- $67,036
- Net assets (EOY)
- $21,588,199
- Net assets (BOY)
- $23,350,428
Income & contributions
- Employer contributions
- $416,007
- Participant contributions
- $49,898
- Total contributions
- $465,905
- Total income / additions
- $2,480,812
Expenses & distributions
- Benefits paid
- $4,157,962
- Administrative expenses
- $84,833
- Total expenses
- $4,243,041
- Net increase / (decrease)
- -$1,762,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $32,876 | $0 | 2023 |
| Alliant Insurance Services Inc Dba | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Horowitz & Ullmann Pc | AUDITOR | $22,150 | not reported in the loaded dataset | 2023 |
| Hilb Group Of Nj Dba New Agency Par | OTHER | $3,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Value Line Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Life & Annuity Insurance — Schedule C compensation
- Alliant Insurance Services Inc Dba — Schedule C compensation
- Horowitz & Ullmann Pc — Schedule C compensation
- Hilb Group Of Nj Dba New Agency Par — Schedule C compensation