2023 Form 5500 filing — Arizona/Albuquerque Valve & Fitting Co. 401(K) 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 20240523111915NAL0005116785001) for Arizona/Albuquerque Valve & Fitting Co. 401(K) Plan, reported by Arizona/Albuquerque Valve & Fitting Co under EIN 86-0828169 and plan number 001. It reports 57 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,660,934
Participants57
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240523111915NAL0005116785001
Plan sponsor
Arizona/Albuquerque Valve & Fitting Co
EIN
86-0828169
Plan number
001
Location
Phoenix, AZ
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)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$162.6K
Participant$453.5K
Full reported line items
Total assets (EOY)
$7,660,934
Total liabilities (EOY)
$0
Net assets (EOY)
$7,660,934
Employer contributions
$162,562
Participant contributions
$453,472
Total income / additions
$1,755,049
Benefits paid
$1,208,124
Administrative expenses
$30,503
Total expenses
$1,241,737
Net increase / (decrease)
$513,312

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240523111915NAL0005116785001 cover?
It is the 2023 Form 5500 filing for Arizona/Albuquerque Valve & Fitting Co. 401(K) Plan, reported by Arizona/Albuquerque Valve & Fitting Co (EIN 86-0828169).
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