Valco 401(K) Plan — Form 5500 plan (Vallorbs Jewel Company)
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, Valco 401(K) Plan is a benefit plan reported by Vallorbs Jewel Company under EIN 23-2192273 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $14,639,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vallorbs Jewel Company
- EIN
- 23-2192273
- Plan number
- 001
- Plan type
- 2
- Location
- New Holland, PA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $14,639,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20240924130241NAL0026234722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,639,730
- Total liabilities (EOY)
- $12,414
- Net assets (EOY)
- $14,627,316
- Net assets (BOY)
- $11,500,177
Income & contributions
- Employer contributions
- $423,125
- Participant contributions
- $904,014
- Total contributions
- $1,435,380
- Total income / additions
- $3,743,789
Expenses & distributions
- Benefits paid
- $585,512
- Administrative expenses
- $49,159
- Total expenses
- $637,078
- Net increase / (decrease)
- $3,106,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel Investment Advisors | NONE | $26,271 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $18,061 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3,565 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Putnam Investment , LLC | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vallorbs Jewel Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in New Holland, PA
- Conrad Siegel Investment Advisors — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Putnam Investment , LLC — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation