Plan5500

Valley Joist, LLC 401(K) Savings Plan — Form 5500 plan (Valley Joist, 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, Valley Joist, LLC 401(K) Savings Plan is a benefit plan reported by Valley Joist, LLC under EIN 63-1106232 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $4,334,227 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Joist, LLC
EIN
63-1106232
Plan number
001
Plan type
2
Location
Fort Payne, AL
Latest filing year
2023
Participants
339
End-of-year plan assets
$4,334,227

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023339H, C20241014070231NAL0026738593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,334,227
Total liabilities (EOY)
$0
Net assets (EOY)
$4,334,227
Net assets (BOY)
$3,185,533

Income & contributions

Employer contributions
$486,447
Participant contributions
$607,177
Total contributions
$1,093,624
Total income / additions
$1,505,881

Expenses & distributions

Benefits paid
$305,808
Administrative expenses
$40,721
Total expenses
$357,187
Net increase / (decrease)
$1,148,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Warren Averett, LLCACCOUNTING$18,500not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$15,052$02023
Gallagher Benefit ServicesINVESTMENT ADVISORY$7,169not reported in the loaded dataset2023

Related Form 5500 pages