Valued Relationships, Inc. 401(k) Plan (terminated 2021): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2021. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Valued Relationships, Inc. 401(k) Plan Facts (plan year 2021)

Plan name
VALUED RELATIONSHIPS, INC. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
VALUED RELATIONSHIPS, INC.
Participants
339
Former employees with a balance
0
Employer contributions
$462,244 in plan year 2021 (41% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2021 – Dec 31, 2021
Plan established
Jan 1, 1998
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Dec 31, 2021), filed Oct 14, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $1.14 million went into the plan in contributions, $462,244 of it from the employer (41%).
  • $5.30 million was paid out to participants.
  • Investment and other income added $575,934.

How the Valued Relationships, Inc. 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2016274$2.67 million$107,607$145,486
2017322$2.46 million$139,139$1.08 million
2018248$2.06 million$107,507$787,289
2019371$2.70 million$119,975$582,661
2020341$3.73 million$206,926$346,298
2021 (final)339$0$462,244$5.30 million

Valued Relationships, Inc. 401(k) Contact Information

Phone
800-860-4230
Mailing address
1400 COMMERCE CENTER, FRANKLIN OH 45005
Plan sponsor
VALUED RELATIONSHIPS, INC.
Employer identification number (EIN)
31-1274364
Plan number
001

Questions about the Valued Relationships, Inc. 401(k)

Is the Valued Relationships, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2021.

Does Valued Relationships, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $462,244, 41% of all contributions.

Does the Valued Relationships, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Valued Relationships, Inc 401(k) plan?

339 participants at the start of plan year 2021.

Who manages the Valued Relationships, Inc 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

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