Plan5500

Valcourt Building Services, Lc 401(K) Plan — Form 5500 plan (Valcourt Building Services, 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, Valcourt Building Services, Lc 401(K) Plan is a benefit plan reported by Valcourt Building Services, LLC under EIN 54-1850090 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,509 participants and $24,664,408 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.7MPlan net assets, end of year$24,664,408
Participants1.5KCovered participants reported1,509
Assets / participant$16.3KComputed: assets ÷ participants$16,345 (computed)
Provider compensation$111.2K4 Schedule C provider row(s)$111,221
Plan sponsor
Valcourt Building Services, LLC
EIN
54-1850090
Plan number
002
Plan type
2
Location
Vienna, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,509 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24.7M total assets
Net assets$24.7MLiabilities$0
Money in vs. money out
Total income / additions$10.5M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$1.5M
Participant$3M
Full reported line items

Net assets

Total assets (EOY)
$24,664,408
Total liabilities (EOY)
$0
Net assets (EOY)
$24,664,408
Net assets (BOY)
$12,777,894

Income & contributions

Employer contributions
$1,495,004
Participant contributions
$2,971,013
Total contributions
$7,607,496
Total income / additions
$10,486,951

Expenses & distributions

Benefits paid
$2,433,399
Administrative expenses
$92,828
Total expenses
$2,526,227
Net increase / (decrease)
$7,960,724
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$70.7K
    CONTRACT ADMINISTRATOR · Direct $70.7K · Indirect $0
  2. 2
    Cohnreznick Llp$20.7K
    ACCOUNTANT · Direct $2.4K · Indirect $18.4K
  3. 3
    Creative Planning, Inc.$19.7K
    INVESTMENT ADVISORY · Direct $19.7K · Indirect $5
  4. 4
    Creative Planning, LLC$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Valcourt Building Services, Lc 401(K) Plan?
Valcourt Building Services, Lc 401(K) Plan is reported as sponsored by Valcourt Building Services, LLC (EIN 54-1850090, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Valcourt Building Services, Lc 401(K) Plan?
The latest Form 5500 filing year loaded for Valcourt Building Services, Lc 401(K) Plan is 2023.
How many participants does Valcourt Building Services, Lc 401(K) Plan report?
Valcourt Building Services, Lc 401(K) Plan reports 1,509 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Valcourt Building Services, Lc 401(K) Plan?
Valcourt Building Services, Lc 401(K) Plan reports $24,664,408 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages