Valcor Engineering Corporation 401(K) Thrift Savings Plan — Form 5500 plan (Valcor Engineering Corporation)
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, Valcor Engineering Corporation 401(K) Thrift Savings Plan is a benefit plan reported by Valcor Engineering Corporation under EIN 22-1513100 and plan number 003. The latest loaded filing year is 2023. The filing reports 449 participants and $42,803,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valcor Engineering Corporation
- EIN
- 22-1513100
- Plan number
- 003
- Plan type
- 2
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $42,803,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20241002121754NAL0004001363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,803,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,803,830
- Net assets (BOY)
- $37,529,323
Income & contributions
- Employer contributions
- $680,171
- Participant contributions
- $2,753,213
- Total contributions
- $4,975,455
- Total income / additions
- $10,843,454
Expenses & distributions
- Benefits paid
- $5,473,297
- Administrative expenses
- $89,098
- Total expenses
- $5,568,947
- Net increase / (decrease)
- $5,274,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $97,716 | $0 | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $38,877 | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $17,714 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valcor Engineering Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Springfield, NJ
- Principal Life Insurance Company — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation