Valet Living, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Valet Living,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, Valet Living, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Valet Living,LLC under EIN 20-4186236 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,022 participants and $26,301,473 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valet Living,LLC
EIN
20-4186236
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
6,022
End-of-year plan assets
$26,301,473

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,022H, C20250109132722NAL0006946403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,301,473
Total liabilities (EOY)
$0
Net assets (EOY)
$26,301,473
Net assets (BOY)
$23,117,791

Income & contributions

Employer contributions
$598
Participant contributions
$3,388,792
Total contributions
$3,419,367
Total income / additions
$7,403,860

Expenses & distributions

Benefits paid
$4,104,207
Administrative expenses
$115,971
Total expenses
$4,220,178
Net increase / (decrease)
$3,183,682

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$99,375$02023
Florida Retirement ConsultantsCONTRACT ADMIN$41,580$02023

Related Form 5500 pages