2023 Form 5500 filing — National Valuation Consultants, Inc. 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 20240918165032NAL0010144930001) for National Valuation Consultants, Inc. 401(K) Plan, reported by National Valuation Consultants, Inc. under EIN 84-1181072 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.2MReported net assets$19,212,076
Participants132
Provider compensation$3K1 Schedule C row(s)$2,970
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918165032NAL0010144930001
Plan sponsor
National Valuation Consultants, Inc.
EIN
84-1181072
Plan number
001
Location
Centennial, CO
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.2M total assets
Net assets$19.2MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$964.9K
Benefits paid / distributions$957.6K
Contributions
Employer$194.7K
Participant$1.2M
Full reported line items
Total assets (EOY)
$19,212,076
Total liabilities (EOY)
$0
Net assets (EOY)
$19,212,076
Employer contributions
$194,746
Participant contributions
$1,165,775
Total income / additions
$4,320,942
Benefits paid
$957,610
Administrative expenses
$7,289
Total expenses
$964,899
Net increase / (decrease)
$3,356,043
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918165032NAL0010144930001 cover?
It is the 2023 Form 5500 filing for National Valuation Consultants, Inc. 401(K) Plan, reported by National Valuation Consultants, Inc. (EIN 84-1181072).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages