Plan5500

Valmark Financial Group, 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, Valmark Financial Group, LLC (EIN 34-1924302) is a plan sponsor located in Akron, OH 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
34-1924302
Location
Akron, OH
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 Valmark Financial Group, LLC

  • 2 loaded plans hold $23.2M in reported assets.
  • The largest, Valmark Financial Group, LLC Salary Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 316 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.2MSummed across loaded plans$23,236,687
Total reported assets$23.2M$23,236,687
Total reported participants316
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$23.2M total assets
Net assets$23.2MLiabilities—
Contributions & income
Employer contributions$788K
Participant contributions$1.3M
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Valmark Financial Group, LLC Salary Savings Plan
Participants per plan158Average 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
    Valmark Financial Group, LLC Salary Savings Plan$23.2M
    Plan #001 · 184 participants · 2023
  2. 2
    Valmark Financial Group Benefits Plannot reported in the loaded dataset
    Plan #503 · 132 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 Valmark Financial Group, LLC. Open one for its full reported snapshot.

  1. 2023
    Valmark Financial Group Benefits Plan132 participants · 2No schedules
    View filing →
  2. 2023
    Valmark Financial Group, LLC Salary Savings Plan184 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Valmark Financial Group, LLC report on Form 5500?
Valmark Financial Group, LLC (EIN 34-1924302) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Valmark Financial Group, LLC?
The Employer Identification Number (EIN) reported for Valmark Financial Group, LLC is 34-1924302.
What is the latest Form 5500 filing year for Valmark Financial Group, LLC?
The latest loaded Form 5500 filing year for Valmark Financial Group, LLC is 2023.

Related Form 5500 pages