Valgroup North America, Inc. 401(K) Plan — Form 5500 plan (Valgroup North America, 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, Valgroup North America, Inc. 401(K) Plan is a benefit plan reported by Valgroup North America, Inc. under EIN 47-2420000 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $7,720,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valgroup North America, Inc.
EIN
47-2420000
Plan number
001
Plan type
2
Location
Findlay, OH
Latest filing year
2023
Participants
150
End-of-year plan assets
$7,720,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241014140529NAL0053872818001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,720,236
Net assets (EOY)
$7,720,236
Net assets (BOY)
$5,639,387

Income & contributions

Employer contributions
$456,791
Participant contributions
$640,820
Total contributions
$1,436,118
Total income / additions
$2,583,846

Expenses & distributions

Benefits paid
$499,137
Administrative expenses
$3,860
Total expenses
$502,997
Net increase / (decrease)
$2,080,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Innovations & ConsultingADMINISTRATOR$2,065$02023
Capital Group Retirement Plan ServiRECORDKEEPER$1,795$02023

Related Form 5500 pages