Valtech 401(K) Savings Plan — Form 5500 plan (Valtech 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, Valtech 401(K) Savings Plan is a benefit plan reported by Valtech Solutions, LLC under EIN 27-3548024 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $26,059,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valtech Solutions, LLC
EIN
27-3548024
Plan number
001
Plan type
2
Location
Plano, TX
Latest filing year
2023
Participants
360
End-of-year plan assets
$26,059,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023360H, C20240925171634NAL0014722401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,059,556
Total liabilities (EOY)
$0
Net assets (EOY)
$26,059,556
Net assets (BOY)
$18,819,984

Income & contributions

Employer contributions
$1,413,470
Participant contributions
$3,063,320
Total contributions
$5,420,175
Total income / additions
$9,418,076

Expenses & distributions

Benefits paid
$2,094,811
Administrative expenses
$83,693
Total expenses
$2,178,504
Net increase / (decrease)
$7,239,572

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma SecuritiesADVISOR$40,732not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$39,960$02023

Related Form 5500 pages