Plan Ledger DOL Form 5500 · updated monthly

Valorem LLC401(k)

VALOREM LLC RETIREMENT PLAN · KANSAS CITY, MO · plan year 2020

Employer contribution per participant · 2020
$4,659

Valorem LLC's 2020 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $0 across 179 participant accounts, with employer contributions averaging $4,659 per active participant. See methodology for what Form 5500 does and doesn't capture.

In 2020, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$0
Participants with balances179
Active participants172
Employer contributions$801,372
Employee contributions$1,339,298
Employer contribution per active participant$4,659
Average account balance$0
Benefits paid to participants$400,853
Plan auditDisclaimer of opinion
AuditorPICKETT, CHANEY & MCMULLEN LLP
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$32,532
Investment management$24,697
Total administrative$57,229
The Valorem LLC 401(k) match · 2020
Employer contribution per active participant$4,659

Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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Source: U.S. Department of Labor, Form 5500 series, EIN 270390305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.