Valley Steel Stamp Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Valley Steel Stamp Inc)
Plain-English plan 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, Valley Steel Stamp Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Valley Steel Stamp Inc under EIN 04-2487824 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $7,374,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Steel Stamp Inc
- EIN
- 04-2487824
- Plan number
- 001
- Plan type
- 2
- Location
- Greenfield, MA
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $7,374,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20241015124608NAL0028465745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,374,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,374,086
- Net assets (BOY)
- $4,835,824
Income & contributions
- Employer contributions
- $567,425
- Participant contributions
- $850,975
- Total contributions
- $1,707,074
- Total income / additions
- $2,763,959
Expenses & distributions
- Benefits paid
- $192,103
- Administrative expenses
- $33,594
- Total expenses
- $225,697
- Net increase / (decrease)
- $2,538,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Opera | ADVISOR | $16,736 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $12,721 | not reported in the loaded dataset | 2023 |