2023 Form 5500 filing — Valves And Fittings Of Houston, Inc. Employee Stock Ownership Plan And Trust

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 20240516081926NAL0041541313001) for Valves And Fittings Of Houston, Inc. Employee Stock Ownership Plan And Trust, reported by Valves & Fittings Of Houston, Inc. under EIN 74-2121498 and plan number 001. It reports 37 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.9MReported net assets$16,855,252
Participants37
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240516081926NAL0041541313001
Plan sponsor
Valves & Fittings Of Houston, Inc.
EIN
74-2121498
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.9M total assets
Net assets$16.9MLiabilities$0
Money in vs. money out
Total income / additions-$40.6K
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$760.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$16,855,252
Total liabilities (EOY)
$0
Net assets (EOY)
$16,855,252
Employer contributions
$760,186
Total income / additions
-$40,645
Benefits paid
$1,317,228
Total expenses
$1,317,228
Net increase / (decrease)
-$1,357,873

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240516081926NAL0041541313001 cover?
It is the 2023 Form 5500 filing for Valves And Fittings Of Houston, Inc. Employee Stock Ownership Plan And Trust, reported by Valves & Fittings Of Houston, Inc. (EIN 74-2121498).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages