2023 Form 5500 filing — Valcor Engineering Corporation 401(K) Thrift Savings 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 20241002121754NAL0004001363001) for Valcor Engineering Corporation 401(K) Thrift Savings Plan, reported by Valcor Engineering Corporation under EIN 22-1513100 and plan number 003. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002121754NAL0004001363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valcor Engineering Corporation
- EIN
- 22-1513100
- Plan number
- 003
- Location
- Springfield, NJ
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,803,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,803,830
- Employer contributions
- $680,171
- Participant contributions
- $2,753,213
- Total income / additions
- $10,843,454
- Benefits paid
- $5,473,297
- Administrative expenses
- $89,098
- Total expenses
- $5,568,947
- Net increase / (decrease)
- $5,274,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $97,716 | $0 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $38,877 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $17,714 |