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, Valmetal 401k Plan is a benefit plan reported by Valmetal Tulare, Inc. under EIN 39-1336636 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $11,772,455 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,772,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,772,455
- Net assets (BOY)
- $10,886,180
Income & contributions
- Employer contributions
- $223,773
- Participant contributions
- $423,050
- Total contributions
- $646,823
- Total income / additions
- $2,814,298
Expenses & distributions
- Benefits paid
- $1,869,329
- Administrative expenses
- $58,694
- Total expenses
- $1,928,023
- Net increase / (decrease)
- $886,275