2023 Form 5500 filing — Valtronic Technologies (Usa) Inc. Retirement Savings 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 20241216081743NAL0003016658001) for Valtronic Technologies (Usa) Inc. Retirement Savings Plan, reported by Valtronic Technologies (Usa) Inc. under EIN 34-1512705 and plan number 001. It reports 128 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)$4.2MReported net assets$4,212,475

Participants128

Provider compensation$29.7K4 Schedule C row(s)$29,677

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241216081743NAL0003016658001
Plan sponsor: Valtronic Technologies (Usa) Inc.
EIN: 34-1512705
Plan number: 001
Location: Solon, OH
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)$4.2M total assets

Net assets$4.2MLiabilities$0

Money in vs. money out

Total income / additions$1.4M

Total expenses$547.3K

Benefits paid / distributions$526.5K

Contributions

Employer$191K

Participant$402K

Full reported line items

Total assets (EOY): $4,212,475
Total liabilities (EOY): $0
Net assets (EOY): $4,212,475
Employer contributions: $190,958
Participant contributions: $401,954
Total income / additions: $1,378,095
Benefits paid: $526,499
Administrative expenses: $20,781
Total expenses: $547,280
Net increase / (decrease): $830,815

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$20.8K
CONTRACT ADMINISTRATOR · Direct $20.8K · Indirect $0
2
Lincoln Financial Advs Corp$8.9K
INVESTMENT ADVISORY · Direct $0 · Indirect $8.9K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241216081743NAL0003016658001 cover?: It is the 2023 Form 5500 filing for Valtronic Technologies (Usa) Inc. Retirement Savings Plan, reported by Valtronic Technologies (Usa) Inc. (EIN 34-1512705).
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).