2023 Form 5500 filing — Valet Living, LLC 401(K) Profit Sharing 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 20250109132722NAL0006946403001) for Valet Living, LLC 401(K) Profit Sharing Plan, reported by Valet Living,LLC under EIN 20-4186236 and plan number 001. It reports 6,022 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109132722NAL0006946403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valet Living,LLC
- EIN
- 20-4186236
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 6,022
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,301,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,301,473
- Employer contributions
- $598
- Participant contributions
- $3,388,792
- Total income / additions
- $7,403,860
- Benefits paid
- $4,104,207
- Administrative expenses
- $115,971
- Total expenses
- $4,220,178
- Net increase / (decrease)
- $3,183,682
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $99,375 | $0 |
| Florida Retirement Consultants | CONTRACT ADMIN | $41,580 | $0 |