2023 Form 5500 filing — Valence Surface Technologies 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 20241017082703NAL0016302483001) for Valence Surface Technologies 401(K) Plan, reported by Valence Surface Technologies under EIN 47-4359966 and plan number 001. It reports 1,340 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)$25.1MReported net assets$25,105,854
Participants1.3K1,340
Provider compensation$136.3K2 Schedule C row(s)$136,298
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241017082703NAL0016302483001
Plan sponsor
Valence Surface Technologies
EIN
47-4359966
Plan number
001
Location
The Woodlands, TX
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)$25.1M total assets
Net assets$25.1MLiabilities$0
Money in vs. money out
Total income / additions$7.2M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$880.5K
Participant$2M
Full reported line items
Total assets (EOY)
$25,105,854
Total liabilities (EOY)
$0
Net assets (EOY)
$25,105,854
Employer contributions
$880,495
Participant contributions
$2,017,454
Total income / additions
$7,194,274
Benefits paid
$2,917,356
Administrative expenses
$125,613
Total expenses
$3,042,969
Net increase / (decrease)
$4,151,305
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $80.6K · Indirect $0
  2. 2
    NONE · Direct $55.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241017082703NAL0016302483001 cover?
It is the 2023 Form 5500 filing for Valence Surface Technologies 401(K) Plan, reported by Valence Surface Technologies (EIN 47-4359966).
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