Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan — Form 5500 plan (Valenti-Held Contractor/Developer, 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, Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan is a benefit plan reported by Valenti-Held Contractor/Developer, Inc. under EIN 35-1457294 and plan number 002. The latest loaded filing year is 2023. The filing reports 86 participants and $20,681,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valenti-Held Contractor/Developer, Inc.
- EIN
- 35-1457294
- Plan number
- 002
- Plan type
- 2
- Location
- Whitestown, IN
- Latest filing year
- 2023
- Participants
- 86
- End-of-year plan assets
- $20,681,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 86 | I | 20241008141640NAL0009767859001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,681,592
- Total liabilities (EOY)
- $7,163,916
- Net assets (EOY)
- $13,517,676
- Net assets (BOY)
- $4,315,081
Income & contributions
- Employer contributions
- $422,660
- Total income / additions
- $9,560,417
Expenses & distributions
- Benefits paid
- $137,519
- Administrative expenses
- $50
- Total expenses
- $357,822
- Net increase / (decrease)
- $9,202,595
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.