V & L MANAGEMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan V & L MANAGEMENT COMPANY, INC. 401(K) PLAN
401k plan membership statisitcs for V & L MANAGEMENT COMPANY, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023: V & L MANAGEMENT COMPANY, INC. 401(K) PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 134 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 101 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 13 |
| Total of all active and inactive participants | 2023-01-01 | 116 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 116 |
| Number of participants with account balances | 2023-01-01 | 114 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 12 |
| 2010: V & L MANAGEMENT COMPANY, INC. 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 18 |
| Total of all active and inactive participants | 2010-01-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 81 |
| Number of participants with account balances | 2010-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 10 |
| 2009: V & L MANAGEMENT COMPANY, INC. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 69 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 19 |
| Total of all active and inactive participants | 2009-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 88 |
| Number of participants with account balances | 2009-01-01 | 88 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : V & L MANAGEMENT COMPANY, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,453,843 |
| Total loss/gain on sale of assets | 2023-12-31 | $6,487 |
| Total of all expenses incurred | 2023-12-31 | $140,275 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $110,830 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $717,277 |
| Value of total assets at end of year | 2023-12-31 | $5,470,675 |
| Value of total assets at beginning of year | 2023-12-31 | $4,157,107 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $29,445 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $96,505 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $96,505 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $327,429 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $33,343 |
| Other income not declared elsewhere | 2023-12-31 | $9,598 |
| Total non interest bearing cash at end of year | 2023-12-31 | $4,020 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $1,066 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,313,568 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,470,675 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,157,107 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $28,470 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $4,860,738 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $3,458,380 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $605,917 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $697,661 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $623,976 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $356,505 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $110,830 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $634,509 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $628,022 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | JAMES MILLER, CPA PC |
| Accountancy firm EIN | 2023-12-31 | 271127796 |
| 2010 : V & L MANAGEMENT COMPANY, INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $447,732 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,227,101 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,226,200 |
| Total plan assets at end of year | 2010-12-31 | $1,944,164 |
| Total plan assets at beginning of year | 2010-12-31 | $2,723,533 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $80,758 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $232,224 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-779,369 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,944,164 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,723,533 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $134,750 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $901 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : V & L MANAGEMENT COMPANY, INC. 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: V & L MANAGEMENT COMPANY, INC. 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: V & L MANAGEMENT COMPANY, INC. 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: V & L MANAGEMENT COMPANY, INC. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
