2023 Form 5500 filing — Valley Unique Electric, Inc. 401(K) & Prevailing Wage Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240423181543NAL0001360947001) for Valley Unique Electric, Inc. 401(K) & Prevailing Wage Plan, reported by Valley Unique Electric, Inc. under EIN 77-0048023 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240423181543NAL0001360947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Unique Electric, Inc.
- EIN
- 77-0048023
- Plan number
- 001
- Location
- Clovis, CA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,979,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,979,958
- Employer contributions
- $327,249
- Participant contributions
- $76,063
- Total income / additions
- $1,136,130
- Benefits paid
- $467,771
- Administrative expenses
- $12,099
- Total expenses
- $479,870
- Net increase / (decrease)
- $656,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | CONTRACT ADMINISTRATOR | $11,328 | $527 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $771 | $0 |
| Voya Financial Advisors Inc | OTHER SERVICES | $0 | $483 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |