Valley Unique Electric, Inc. 401(K) & Prevailing Wage Plan — Form 5500 plan (Valley Unique Electric, 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, Valley Unique Electric, Inc. 401(K) & Prevailing Wage Plan is a benefit plan reported by Valley Unique Electric, Inc. under EIN 77-0048023 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $5,979,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Unique Electric, Inc.
- EIN
- 77-0048023
- Plan number
- 001
- Plan type
- 2
- Location
- Clovis, CA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $5,979,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240423181543NAL0001360947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,979,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,979,958
- Net assets (BOY)
- $5,323,698
Income & contributions
- Employer contributions
- $327,249
- Participant contributions
- $76,063
- Total contributions
- $412,858
- Total income / additions
- $1,136,130
Expenses & distributions
- Benefits paid
- $467,771
- Administrative expenses
- $12,099
- Total expenses
- $479,870
- Net increase / (decrease)
- $656,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | CONTRACT ADMINISTRATOR | $11,328 | $527 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $771 | $0 | 2023 |
| Voya Financial Advisors Inc | OTHER SERVICES | $0 | $483 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valley Unique Electric, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Clovis, CA
- Ascensus — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Voya Financial Advisors Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation