Valley City, ND Form 5500 retirement and benefit plan filings
City Form 5500 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, Valley City, ND has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $56,261,343 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $56,261,343
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $56,261,343
Contributions & income
- Employer contributions
- $2,205,722
- Participant contributions
- $255,619
- Total income / additions
- $10,548,193
Expenses & distributions
- Benefits paid / distributions
- $4,918,467
- Total expenses
- $4,969,054
- Net increase / (decrease)
- $5,579,139
Coverage
- Total reported participants
- 454
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Valley City, ND plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan And Trust | Fei Inc | $32,359,179 | 2023 |
| Open Door Center 401(K) Profit Sharing Plan | Open Door Center | $21,464,504 | 2023 |
| Lerud-Schuldt Mathias Funeral Home 401(K) Plan | Peterson-Schuldt Funeral Home, Inc. | $1,756,007 | 2023 |
| J And K Seamless Inc 401k Plan | J And K Seamless Inc | $681,653 | 2023 |
| Open Door Center Employee Benefits Plan | Open Door Center | not reported in the loaded dataset | 2023 |
Largest plans in Valley City → · Valley City plans by participants → · Valley City plans with financial data → · Valley City plans with provider compensation → · $1B+ plans in Valley City →
Related Form 5500 pages
- All ND Form 5500 filings
- Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan And Trust (plan 002)
- Fei Inc — all reported plans
- Open Door Center 401(K) Profit Sharing Plan (plan 002)
- Open Door Center — all reported plans
- Lerud-Schuldt Mathias Funeral Home 401(K) Plan (plan 001)
- Peterson-Schuldt Funeral Home, Inc. — all reported plans
- J And K Seamless Inc 401k Plan (plan 001)
- J And K Seamless Inc — all reported plans
- Open Door Center Employee Benefits Plan (plan 501)
- Methodology
- Data sources