2023 Form 5500 filing — Value Line, Inc. Profit Sharing And 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 20250212093701NAL0011490643001) for Value Line, Inc. Profit Sharing And Savings Plan, reported by Value Line Inc under EIN 13-3139843 and plan number 001. It reports 201 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)$21.6MReported net assets$21,588,199
Participants201
Provider compensation$83K4 Schedule C row(s)$83,026
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250212093701NAL0011490643001
- Plan sponsor
- Value Line Inc
- EIN
- 13-3139843
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
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)$21.7M total assets
Net assets$21.6MLiabilities$67K
Full reported line items
- Total assets (EOY)
- $21,655,235
- Total liabilities (EOY)
- $67,036
- Net assets (EOY)
- $21,588,199
- Employer contributions
- $416,007
- Participant contributions
- $49,898
- Total income / additions
- $2,480,812
- Benefits paid
- $4,157,962
- Administrative expenses
- $84,833
- Total expenses
- $4,243,041
- Net increase / (decrease)
- -$1,762,229
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $32,876 | $0 |
| Alliant Insurance Services Inc Dba | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Horowitz & Ullmann Pc | AUDITOR | $22,150 | not reported in the loaded dataset |
| Hilb Group Of Nj Dba New Agency Par | OTHER | $3,000 | not reported in the loaded dataset |