2023 Form 5500 filing — Velox Valuations LLC 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 20241015112052NAL0014472243001) for Velox Valuations LLC 401(K) Plan, reported by Velox Valuations LLC under EIN 84-4430975 and plan number 001. It reports 109 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)$3MReported net assets$2,998,894
Participants109
Provider compensation$22.3K2 Schedule C row(s)$22,260
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015112052NAL0014472243001
Plan sponsor
Velox Valuations LLC
EIN
84-4430975
Plan number
001
Location
Greenwood, 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)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$834.5K
Total expenses$583K
Benefits paid / distributions$559.8K
Contributions
Employer$121.3K
Participant$255.4K
Full reported line items
Total assets (EOY)
$2,998,894
Total liabilities (EOY)
$0
Net assets (EOY)
$2,998,894
Employer contributions
$121,301
Participant contributions
$255,406
Total income / additions
$834,504
Benefits paid
$559,826
Administrative expenses
$23,152
Total expenses
$582,978
Net increase / (decrease)
$251,526
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $15.2K · Indirect $0
  2. 2
    ADVISOR · Direct $7.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015112052NAL0014472243001 cover?
It is the 2023 Form 5500 filing for Velox Valuations LLC 401(K) Plan, reported by Velox Valuations LLC (EIN 84-4430975).
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