2023 Form 5500 filing — Valant Medical Solutions 401(K) Plan And Trust

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 20241004203612NAL0024758290001) for Valant Medical Solutions 401(K) Plan And Trust, reported by Valant Medical Solutions under EIN 27-3668529 and plan number 001. It reports 140 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)$5.6MReported net assets$5,592,263

Participants140

Provider compensation$3.4K3 Schedule C row(s)$3,351

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241004203612NAL0024758290001
Plan sponsor: Valant Medical Solutions
EIN: 27-3668529
Plan number: 001
Location: Seattle, WA
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)$5.6M total assets

Net assets$5.6MLiabilities—

Money in vs. money out

Total income / additions$1.7M

Total expenses$342K

Benefits paid / distributions$329.7K

Contributions

Employer$8.4K

Participant$784.9K

Full reported line items

Total assets (EOY): $5,592,263
Net assets (EOY): $5,592,263
Employer contributions: $8,351
Participant contributions: $784,915
Total income / additions: $1,693,587
Benefits paid: $329,675
Administrative expenses: $11,207
Total expenses: $341,985
Net increase / (decrease): $1,351,602

Schedule C

Reported service provider compensation

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

1
Hunnex & Shoemaker, Inc$2.3K
OTHER SERVICES · Direct $0 · Indirect $2.3K
2
Morningstar Investment Management$904
INVESTMENT ADVISORY · Direct $98 · Indirect $806
3
Voya Retirement Ins. And Annuity Co$98
SERVICE PROVIDER · Direct $98 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004203612NAL0024758290001 cover?: It is the 2023 Form 5500 filing for Valant Medical Solutions 401(K) Plan And Trust, reported by Valant Medical Solutions (EIN 27-3668529).
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).