Valluzzo Companies, LLC 401(K) Retirement Plan — Form 5500 plan (Valluzzo Companies, 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, Valluzzo Companies, LLC 401(K) Retirement Plan is a benefit plan reported by Valluzzo Companies, LLC under EIN 38-3821140 and plan number 001. The latest loaded filing year is 2023. The filing reports 838 participants and $19,920,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valluzzo Companies, LLC
- EIN
- 38-3821140
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 838
- End-of-year plan assets
- $19,920,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 838 | H, C | 20241009154714NAL0018690465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,920,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,920,522
- Net assets (BOY)
- $17,421,386
Income & contributions
- Employer contributions
- $852,563
- Participant contributions
- $1,080,443
- Total contributions
- $1,933,006
- Total income / additions
- $4,526,949
Expenses & distributions
- Benefits paid
- $1,858,632
- Administrative expenses
- $146,489
- Total expenses
- $2,027,813
- Net increase / (decrease)
- $2,499,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Compay | CONTRACT ADMINISTRATOR | $146,489 | $0 | 2023 |
| Whitney Bank | TRUSTEE | $0 | $39,848 | 2023 |
| Heard Mcelory & Vestal, LLC | OTHER SERVICES | $0 | $15,505 | 2023 |
| Postlethwaite & Netterville | ACCOUNTANT | $0 | $12,000 | 2023 |
| Wilshire Associates Inc. | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valluzzo Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Principal Life Insurance Compay — Schedule C compensation
- Whitney Bank — Schedule C compensation
- Heard Mcelory & Vestal, LLC — Schedule C compensation
- Postlethwaite & Netterville — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation