2023 Form 5500 filing — Legend Valve 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 20241008135929NAL0008431331001) for Legend Valve 401(K)Plan, reported by Legend Valve & Fitting, Inc. under EIN 38-2811840 and plan number 001. It reports 146 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)$14MReported net assets$13,990,273
Participants146
Provider compensation$23.3K2 Schedule C row(s)$23,347
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008135929NAL0008431331001
Plan sponsor
Legend Valve & Fitting, Inc.
EIN
38-2811840
Plan number
001
Location
Auburn Hills, 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)$14M total assets
Net assets$14MLiabilities$12.9K
Money in vs. money out
Total income / additions$2.8M
Total expenses$216.7K
Benefits paid / distributions$215K
Contributions
Employer$140.3K
Participant$609K
Full reported line items
Total assets (EOY)
$14,003,129
Total liabilities (EOY)
$12,856
Net assets (EOY)
$13,990,273
Employer contributions
$140,302
Participant contributions
$609,019
Total income / additions
$2,845,287
Benefits paid
$215,042
Administrative expenses
$1,696
Total expenses
$216,738
Net increase / (decrease)
$2,628,549
Schedule C

Reported service provider compensation

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

  1. 1
    OTHER SERVICES · Direct $0 · Indirect $21.7K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008135929NAL0008431331001 cover?
It is the 2023 Form 5500 filing for Legend Valve 401(K)Plan, reported by Legend Valve & Fitting, Inc. (EIN 38-2811840).
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