Valdes Engineering Company Retirement Plan — Form 5500 plan (Valdes Engineering Company)
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, Valdes Engineering Company Retirement Plan is a benefit plan reported by Valdes Engineering Company under EIN 36-3841246 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $25,200,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valdes Engineering Company
- EIN
- 36-3841246
- Plan number
- 001
- Plan type
- 2
- Location
- Lombard, IL
- Latest filing year
- 2023
- Participants
- 331
- End-of-year plan assets
- $25,200,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20240916132808NAL0001537697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,200,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,200,673
- Net assets (BOY)
- $20,264,517
Income & contributions
- Employer contributions
- $337,721
- Participant contributions
- $1,368,089
- Total contributions
- $1,740,503
- Total income / additions
- $6,011,708
Expenses & distributions
- Benefits paid
- $1,012,211
- Administrative expenses
- $63,341
- Total expenses
- $1,075,552
- Net increase / (decrease)
- $4,936,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow | NONE | $37,040 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $26,301 | $0 | 2023 |