Valvoline 401(K) Plan — Form 5500 plan (Valvoline 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, Valvoline 401(K) Plan is a benefit plan reported by Valvoline Inc. under EIN 30-0939371 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,442 participants and $296,784,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valvoline Inc.
EIN
30-0939371
Plan number
002
Plan type
2
Location
Lexington, KY
Latest filing year
2023
Participants
14,442
End-of-year plan assets
$296,784,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,442H, C20241014103035NAL0027030369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$296,784,450
Total liabilities (EOY)
$5,809
Net assets (EOY)
$296,778,641
Net assets (BOY)
$259,777,627

Income & contributions

Employer contributions
$10,104,320
Participant contributions
$13,208,524
Total contributions
$24,584,833
Total income / additions
$70,922,286

Expenses & distributions

Benefits paid
$28,973,059
Administrative expenses
$396,888
Total expenses
$29,331,682
Net increase / (decrease)
$41,590,604

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$241,271$02023
Aon Hewitt Investment Consulting,PLAN ADMINISTRATOR$155,617not reported in the loaded dataset2023

Related Form 5500 pages