Vallencourt Construction Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Vallencourt Construction Company, 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, Vallencourt Construction Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Vallencourt Construction Company, Inc. under EIN 59-2469052 and plan number 001. The latest loaded filing year is 2023. The filing reports 401 participants and $4,283,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vallencourt Construction Company, Inc.
- EIN
- 59-2469052
- Plan number
- 001
- Plan type
- 2
- Location
- Green Cove Springs, FL
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $4,283,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20241008153242NAL0017892481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,283,922
- Total liabilities (EOY)
- $34
- Net assets (EOY)
- $4,283,888
- Net assets (BOY)
- $3,652,455
Income & contributions
- Employer contributions
- $106,017
- Participant contributions
- $437,254
- Total contributions
- $543,271
- Total income / additions
- $1,094,770
Expenses & distributions
- Benefits paid
- $374,226
- Administrative expenses
- $25,935
- Total expenses
- $463,337
- Net increase / (decrease)
- $631,433
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISOR | $17,403 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $2,630 | $1,744 | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $1,493 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vallencourt Construction Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Green Cove Springs, FL
- Merrill Lynch, Pierce, Fenner — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation