2023 Form 5500 filing — Valvtechnologies Ee'S 401k Ps 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 20250103092257NAL0002078739001) for Valvtechnologies Ee'S 401k Ps Plan, reported by Valvtechnologies, Inc. under EIN 76-0266982 and plan number 001. It reports 378 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)$16.2MReported net assets$16,163,841
Participants378
Provider compensation$157.4K4 Schedule C row(s)$157,415
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250103092257NAL0002078739001
Plan sponsor
Valvtechnologies, Inc.
EIN
76-0266982
Plan number
001
Location
Houston, 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)$16.2M total assets
Net assets$16.2MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$320.8K
Participant$1.1M
Full reported line items
Total assets (EOY)
$16,163,841
Total liabilities (EOY)
$0
Net assets (EOY)
$16,163,841
Employer contributions
$320,816
Participant contributions
$1,056,098
Total income / additions
$3,500,480
Benefits paid
$2,582,490
Administrative expenses
$81,636
Total expenses
$2,664,126
Net increase / (decrease)
$836,354
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $81.6K
  2. 2
    INVESTMENT ADVISOR · Direct $45.8K
  3. 3
    RECORDKEEPER · Direct $28.7K
  4. 4
    INVESTMENT MANAGEMENT · Direct $1.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250103092257NAL0002078739001 cover?
It is the 2023 Form 5500 filing for Valvtechnologies Ee'S 401k Ps Plan, reported by Valvtechnologies, Inc. (EIN 76-0266982).
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