Plan5500

Valley Cartage Company, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Cartage Company, Inc. (EIN 39-1358351) is a plan sponsor located in Hudson, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1358351
Location
Hudson, WI
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Valley Cartage Company, Inc.

  • 1 loaded plans hold $3.6M in reported assets.
  • The largest, Valley Cartage Company, Inc. 401(K) P/S Plan, holds 100% of this company's reported plan assets.
  • Plans cover 111 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,642,805
Total reported assets$3.6M$3,642,805
Total reported participants111
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$139K
Participant contributions$293.3K
Total income / additions$981.6K
Expenses & distributions
Benefits paid / distributions$324.1K
Total expenses$334.8K
Net increase / (decrease)$646.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Valley Cartage Company, Inc. 401(K) P/S Plan
Participants per plan111Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Valley Cartage Company, Inc. 401(K) P/S Plan$3.6M
    Plan #001 · 111 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Valley Cartage Company, Inc.. Open one for its full reported snapshot.

  1. 2023
    Valley Cartage Company, Inc. 401(K) P/S Plan111 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Valley Cartage Company, Inc. report on Form 5500?
Valley Cartage Company, Inc. (EIN 39-1358351) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Valley Cartage Company, Inc.?
The Employer Identification Number (EIN) reported for Valley Cartage Company, Inc. is 39-1358351.
What is the latest Form 5500 filing year for Valley Cartage Company, Inc.?
The latest loaded Form 5500 filing year for Valley Cartage Company, Inc. is 2023.

Related Form 5500 pages