Valiant Solutions LLC 401(K)Profit Sharing Plan And Trust — Form 5500 plan (Valiant Solutions LLC)
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, Valiant Solutions LLC 401(K)Profit Sharing Plan And Trust is a benefit plan reported by Valiant Solutions LLC under EIN 20-2293913 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $8,900,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valiant Solutions LLC
- EIN
- 20-2293913
- Plan number
- 001
- Plan type
- 2
- Location
- Lawrence, KS
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $8,900,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240806141554NAL0004425232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,900,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,900,140
- Net assets (BOY)
- $5,819,176
Income & contributions
- Employer contributions
- $558,026
- Participant contributions
- $1,265,529
- Total contributions
- $2,046,534
- Total income / additions
- $3,437,573
Expenses & distributions
- Benefits paid
- $307,567
- Administrative expenses
- $49,042
- Total expenses
- $356,609
- Net increase / (decrease)
- $3,080,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services L | INVESTMENT MGMT | $24,290 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,077 | $0 | 2023 |