Plan5500

Valley Cabinet, Inc. Employees' Profit Sharing And Retirement Savings Plan — Form 5500 plan (Valley Cabinet, 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, Valley Cabinet, Inc. Employees' Profit Sharing And Retirement Savings Plan is a benefit plan reported by Valley Cabinet, Inc. under EIN 39-1028968 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $37,792,125 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Cabinet, Inc.
EIN
39-1028968
Plan number
001
Plan type
2
Location
De Pere, WI
Latest filing year
2023
Participants
225
End-of-year plan assets
$37,792,125

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20240723112313NAL0011643985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,792,125
Total liabilities (EOY)
$0
Net assets (EOY)
$37,792,125
Net assets (BOY)
$32,101,932

Income & contributions

Employer contributions
$481,479
Participant contributions
$804,269
Total contributions
$1,297,056
Total income / additions
$6,741,710

Expenses & distributions

Benefits paid
$965,340
Administrative expenses
$86,177
Total expenses
$1,051,517
Net increase / (decrease)
$5,690,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, LLCINVESTMENT ADVISOR$43,539not reported in the loaded dataset2023
Wipfli LlpRECORDKEEPER$33,738$02023
Hawkins Ash CpasAUDITOR$8,900not reported in the loaded dataset2023

Related Form 5500 pages