Valicor Environmental Services, LLC 401(K) Plan — Form 5500 plan (Valicor Environmental Services, 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, Valicor Environmental Services, LLC 401(K) Plan is a benefit plan reported by Valicor Environmental Services, LLC under EIN 31-1047208 and plan number 001. The latest loaded filing year is 2023. The filing reports 592 participants and $17,831,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valicor Environmental Services, LLC
- EIN
- 31-1047208
- Plan number
- 001
- Plan type
- 2
- Location
- Monroe, OH
- Latest filing year
- 2023
- Participants
- 592
- End-of-year plan assets
- $17,831,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 592 | H, C | 20241007132435NAL0007613075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,831,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,831,084
- Net assets (BOY)
- $13,488,640
Income & contributions
- Employer contributions
- $1,307,122
- Participant contributions
- $2,021,640
- Total contributions
- $3,821,489
- Total income / additions
- $5,964,127
Expenses & distributions
- Benefits paid
- $1,475,105
- Administrative expenses
- $99,919
- Total expenses
- $1,621,683
- Net increase / (decrease)
- $4,342,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,673 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $32,092 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $30,271 | $0 | 2023 |
| Tower Watson Investment Services In | INVESTMENT ADVISOR/OTHER | $11,579 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valicor Environmental Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Monroe, OH
- Empower Advisory Group, LLC — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation
- Tower Watson Investment Services In — Schedule C compensation