Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck South 401(K) Plan — Form 5500 plan (Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South)
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, Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck South 401(K) Plan is a benefit plan reported by Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South under EIN 23-3067343 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $9,311,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South
- EIN
- 23-3067343
- Plan number
- 001
- Plan type
- 2
- Location
- Watkinsville, GA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $9,311,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240920140749NAL0007933393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,311,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,311,734
- Net assets (BOY)
- $7,846,065
Income & contributions
- Employer contributions
- $214,020
- Participant contributions
- $562,862
- Total contributions
- $776,882
- Total income / additions
- $1,944,805
Expenses & distributions
- Benefits paid
- $418,563
- Administrative expenses
- $60,573
- Total expenses
- $479,136
- Net increase / (decrease)
- $1,465,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dyleski | INVESTMENT ADVISOR | $36,871 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,702 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Watkinsville, GA
- Dyleski — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation