Plan5500

Class Valuation, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Class Valuation, LLC (EIN 32-0285326) is a plan sponsor located in Troy, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
32-0285326
Location
Troy, MI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Class Valuation, LLC

  • 2 loaded plans hold $13.2M in reported assets.
  • The largest, Class Valuation, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,189 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.2MSummed across loaded plans$13,214,906
Total reported assets$13.2M$13,214,906
Total reported participants1.2K1,189
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.2M total assets
Net assets$13.2MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$2.2M
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Class Valuation, LLC 401(K) Plan
Participants per plan595Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Class Valuation, LLC 401(K) Plan$13.2M
    Plan #001 · 744 participants · 2023
  2. 2
    Class Valuation Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 445 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Class Valuation, LLC. Open one for its full reported snapshot.

  1. 2023
    Class Valuation Health And Welfare Plan445 participants · 2No schedules
    View filing →
  2. 2023
    Class Valuation, LLC 401(K) Plan744 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Class Valuation, LLC report on Form 5500?
Class Valuation, LLC (EIN 32-0285326) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Class Valuation, LLC?
The Employer Identification Number (EIN) reported for Class Valuation, LLC is 32-0285326.
What is the latest Form 5500 filing year for Class Valuation, LLC?
The latest loaded Form 5500 filing year for Class Valuation, LLC is 2023.

Related Form 5500 pages