Plan5500

Valence Surface Technologies 401(K) Plan — Form 5500 plan (Valence Surface Technologies)

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, Valence Surface Technologies 401(K) Plan is a benefit plan reported by Valence Surface Technologies under EIN 47-4359966 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,340 participants and $25,105,854 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.1MPlan net assets, end of year$25,105,854
Participants1.3KCovered participants reported1,340
Assets / participant$18.7KComputed: assets ÷ participants$18,736 (computed)
Provider compensation$136.3K2 Schedule C provider row(s)$136,298
Plan sponsor
Valence Surface Technologies
EIN
47-4359966
Plan number
001
Plan type
2
Location
The Woodlands, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,340 participants · 2Sch HSch C
    View filing →
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)$25.1M total assets
Net assets$25.1MLiabilities$0
Money in vs. money out
Total income / additions$7.2M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$880.5K
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$25,105,854
Total liabilities (EOY)
$0
Net assets (EOY)
$25,105,854
Net assets (BOY)
$20,954,549

Income & contributions

Employer contributions
$880,495
Participant contributions
$2,017,454
Total contributions
$3,643,889
Total income / additions
$7,194,274

Expenses & distributions

Benefits paid
$2,917,356
Administrative expenses
$125,613
Total expenses
$3,042,969
Net increase / (decrease)
$4,151,305
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.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$80.6K
    NONE · Direct $80.6K · Indirect $0
  2. 2
    Global Retirement Partners$55.7K
    NONE · Direct $55.7K

What to inspect next

Frequently asked questions

Who sponsors the Valence Surface Technologies 401(K) Plan?
Valence Surface Technologies 401(K) Plan is reported as sponsored by Valence Surface Technologies (EIN 47-4359966, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Valence Surface Technologies 401(K) Plan?
The latest Form 5500 filing year loaded for Valence Surface Technologies 401(K) Plan is 2023.
How many participants does Valence Surface Technologies 401(K) Plan report?
Valence Surface Technologies 401(K) Plan reports 1,340 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Valence Surface Technologies 401(K) Plan?
Valence Surface Technologies 401(K) Plan reports $25,105,854 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages