2023 Form 5500 filing — Valbruna Stainless, 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 20241004091255NAL0023267378001) for Valbruna Stainless, Inc. 401(K) Plan, reported by Valbruna Stainless, Inc. under EIN 06-1379799 and plan number 001. It reports 162 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)$16.7MReported net assets$16,728,351
Participants162
Provider compensation$2.9K1 Schedule C row(s)$2,924
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004091255NAL0023267378001
Plan sponsor
Valbruna Stainless, Inc.
EIN
06-1379799
Plan number
001
Location
Fort Wayne, IN
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)$16.7M total assets
Net assets$16.7MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$431.4K
Benefits paid / distributions$427.3K
Contributions
Employer$353.8K
Participant$753.3K
Full reported line items
Total assets (EOY)
$16,728,351
Total liabilities (EOY)
$0
Net assets (EOY)
$16,728,351
Employer contributions
$353,759
Participant contributions
$753,346
Total income / additions
$3,238,045
Benefits paid
$427,268
Administrative expenses
$4,137
Total expenses
$431,405
Net increase / (decrease)
$2,806,640
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT COMPANY · Direct $2.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004091255NAL0023267378001 cover?
It is the 2023 Form 5500 filing for Valbruna Stainless, Inc. 401(K) Plan, reported by Valbruna Stainless, Inc. (EIN 06-1379799).
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