Valorus — Form 5500 plan (Valorus)
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, Valorus is a benefit plan reported by Valorus under EIN 94-2800985 and plan number 002. The latest loaded filing year is 2023. The filing reports 42 participants and $1,522,637 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.5MPlan net assets, end of year$1,522,637
Participants42Covered participants reported
Assets / participant$36.3KComputed: assets ÷ participants$36,253 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Valorus
- EIN
- 94-2800985
- Plan number
- 002
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | H, C | 20250923153238NAL0009398066001 |
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,522,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,522,637
- Net assets (BOY)
- $1,196,087
Income & contributions
- Employer contributions
- $68,513
- Participant contributions
- $79,500
- Total contributions
- $148,013
- Total income / additions
- $335,787
Expenses & distributions
- Benefits paid
- $9,237
- Administrative expenses
- $0
- Total expenses
- $9,237
- Net increase / (decrease)
- $326,550
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.
46%54%
Employer 46%Participant 54%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| N/A | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |