2023 Form 5500 filing — Valenti Trobec Chandler, Inc. 401(K) Retirement 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 20240930144557NAL0002695427001) for Valenti Trobec Chandler, Inc. 401(K) Retirement Plan, reported by Valenti Trobec Chandler, Inc. under EIN 38-2330200 and plan number 002. It reports 154 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)$27.5MReported net assets$27,512,254

Participants154

Provider compensation$62.6K2 Schedule C row(s)$62,553

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240930144557NAL0002695427001
Plan sponsor: Valenti Trobec Chandler, Inc.
EIN: 38-2330200
Plan number: 002
Location: Troy, MI
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)$27.5M total assets

Net assets$27.5MLiabilities$0

Money in vs. money out

Total income / additions$5M

Total expenses$1.2M

Benefits paid / distributions$1.1M

Contributions

Employer$424.7K

Participant$1.1M

Full reported line items

Total assets (EOY): $27,512,254
Total liabilities (EOY): $0
Net assets (EOY): $27,512,254
Employer contributions: $424,703
Participant contributions: $1,135,424
Total income / additions: $5,017,877
Benefits paid: $1,104,436
Administrative expenses: $62,553
Total expenses: $1,166,989
Net increase / (decrease): $3,850,888

Schedule C

Reported service provider compensation

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

1
Rbc Wealth Management$37.1K
ADVISOR · Direct $37.1K
2
Fidelity Investments Institutional$25.5K
RECORDKEEPER · Direct $25.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930144557NAL0002695427001 cover?: It is the 2023 Form 5500 filing for Valenti Trobec Chandler, Inc. 401(K) Retirement Plan, reported by Valenti Trobec Chandler, Inc. (EIN 38-2330200).
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).