Plan5500

Valley Express LLC — 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 Express LLC (EIN 39-1907049) is a plan sponsor located in Oshkosh, 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
39-1907049
Location
Oshkosh, WI
Loaded plans
6
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 Express LLC

  • 6 loaded plans hold $10.4M in reported assets.
  • The largest, Valley Express LLC 401(K) And Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,237 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.4MSummed across loaded plans$10,352,157
Total reported assets$10.4M$10,354,320
Total reported participants1.2K1,237
Total reported liabilities$2.2K$2,163

Reported net position

Reported assets = net assets + liabilities (summed)$10.4M total assets
Net assets$10.4MLiabilities$2.2K
Contributions & income
Employer contributions$445.6K
Participant contributions$788K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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 Express LLC 401(K) And Profit Sharing Plan
Participants per plan206Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Valley Express LLC 401(K) And Profit Sharing Plan$10.4M
    Plan #001 · 325 participants · 2023
  2. 2
    Valley Express, LLC Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 276 participants · 2023
  3. 3
    Valley Express, LLC Dental Plannot reported in the loaded dataset
    Plan #503 · 172 participants · 2023
  4. 4
    Valley Express, LLC Medical Plannot reported in the loaded dataset
    Plan #502 · 156 participants · 2023
  5. 5
    Valley Express, LLC Health Reimbursement Plannot reported in the loaded dataset
    Plan #506 · 156 participants · 2023
  6. 6
    Valley Express, LLC Vision Plannot reported in the loaded dataset
    Plan #504 · 152 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 Express LLC. Open one for its full reported snapshot.

  1. 2023
    Valley Express, LLC Health & Welfare Plan276 participants · 2No schedules
    View filing →
  2. 2023
    Valley Express, LLC Medical Plan156 participants · 2No schedules
    View filing →
  3. 2023
    Valley Express, LLC Dental Plan172 participants · 2No schedules
    View filing →
  4. 2023
    Valley Express, LLC Vision Plan152 participants · 2No schedules
    View filing →
  5. 2023
    Valley Express, LLC Health Reimbursement Plan156 participants · 2No schedules
    View filing →
  6. 2023
    Valley Express LLC 401(K) And Profit Sharing Plan325 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Valley Express LLC report on Form 5500?
Valley Express LLC (EIN 39-1907049) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Valley Express LLC?
The Employer Identification Number (EIN) reported for Valley Express LLC is 39-1907049.
What is the latest Form 5500 filing year for Valley Express LLC?
The latest loaded Form 5500 filing year for Valley Express LLC is 2023.

Related Form 5500 pages