Valorus — Form 5500 plan (Valorus)
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, Valorus is a benefit plan reported by Valorus under EIN 94-2800985 and plan number 002. The latest loaded filing year is 2023. The filing reports 42 participants and $1,522,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valorus
- EIN
- 94-2800985
- Plan number
- 002
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $1,522,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | H, C | 20250923153238NAL0009398066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,522,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,522,637
- Net assets (BOY)
- $1,196,087
Income & contributions
- Employer contributions
- $68,513
- Participant contributions
- $79,500
- Total contributions
- $148,013
- Total income / additions
- $335,787
Expenses & distributions
- Benefits paid
- $9,237
- Administrative expenses
- $0
- Total expenses
- $9,237
- Net increase / (decrease)
- $326,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| N/A | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |