2023 Form 5500 filing — Valkyrie Enterprises, Inc. Employee Stock Ownership 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 20241010123317NAL0020072273001) for Valkyrie Enterprises, Inc. Employee Stock Ownership Plan, reported by Valkyrie Enterprises, Inc. under EIN 06-1818880 and plan number 002. It reports 700 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.7MReported net assets$14,730,033
Participants700
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010123317NAL0020072273001
Plan sponsor
Valkyrie Enterprises, Inc.
EIN
06-1818880
Plan number
002
Location
Virginia Beach, VA
Received date
not reported in the loaded dataset
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)$14.7M total assets
Net assets$14.7MLiabilities$0
Money in vs. money out
Total income / additions$717.5K
Total expenses$34.6K
Benefits paid / distributions$30.7K
Full reported line items
Total assets (EOY)
$14,730,033
Total liabilities (EOY)
$0
Net assets (EOY)
$14,730,033
Total income / additions
$717,461
Benefits paid
$30,663
Administrative expenses
$3,933
Total expenses
$34,596
Net increase / (decrease)
$682,865

Related Form 5500 pages