Valuation Research Corporation Employees' Profit Sharing Plan — Form 5500 plan (Valuation Research 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, Valuation Research Corporation Employees' Profit Sharing Plan is a benefit plan reported by Valuation Research Corporation under EIN 39-1214928 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $66,712,611 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$66.7MPlan net assets, end of year$66,712,611
Participants275Covered participants reported
Assets / participant$242.6KComputed: assets ÷ participants$242,591 (computed)
Provider compensation$59.4K3 Schedule C provider row(s)$59,403
- Plan sponsor
- Valuation Research Corporation
- EIN
- 39-1214928
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20240726142602NAL0015619569001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$66.7M total assets
Net assets$66.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $66,712,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,712,611
- Net assets (BOY)
- $54,322,319
Income & contributions
- Employer contributions
- $1,807,217
- Participant contributions
- $3,902,884
- Total contributions
- $5,757,373
- Total income / additions
- $16,114,995
Expenses & distributions
- Benefits paid
- $3,665,300
- Administrative expenses
- $59,403
- Total expenses
- $3,724,703
- Net increase / (decrease)
- $12,390,292
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $50,953 | not reported in the loaded dataset | 2023 |
| Oneamerica Investment Advisory Serv | NONE | $8,450 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valuation Research Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Oneamerica Investment Advisory Serv — Schedule C compensation
- Matrix Trust Company — Schedule C compensation