How many benefit plans does Platte Valley Financial Service Companies, Inc. report on Form 5500?

Platte Valley Financial Service Companies, Inc. (EIN 47-0800148) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Platte Valley Financial Service Companies, Inc.?

The Employer Identification Number (EIN) reported for Platte Valley Financial Service Companies, Inc. is 47-0800148.

What is the latest Form 5500 filing year for Platte Valley Financial Service Companies, Inc.?

The latest loaded Form 5500 filing year for Platte Valley Financial Service Companies, Inc. is 2023.

Platte Valley Financial Service Companies, 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, Platte Valley Financial Service Companies, Inc. (EIN 47-0800148) is a plan sponsor located in Scottsbluff, NE with 2 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: 47-0800148
Location: Scottsbluff, NE
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $41,982,793
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $41,982,793

Contributions & income

Employer contributions: $1,348,275
Participant contributions: $2,131,290
Total income / additions: $7,303,407

Expenses & distributions

Benefits paid / distributions: $4,097,178
Total expenses: $4,135,765
Net increase / (decrease): $3,167,642

Coverage

Total reported participants: 848
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Platte Valley Financial Service Companies, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan	001	482	$41,982,793	2023
Platte Valley Financial Service Companies, Inc. Welfare Benefit Plan	507	366	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Platte Valley Financial Service Companies, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Platte Valley Financial Service Companies, Inc. Welfare Benefit Plan	366	—	20240724085502NAL0021293664001
2023	Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan	482	H, C	20240729110427NAL0019252257001