2023 Form 5500 filing — Valley Forms, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240514123604NAL0045908320001) for Valley Forms, Inc. 401(K) Plan, reported by Valley Forms, Inc. under EIN 36-2443579 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$660.1KReported net assets$660,073
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240514123604NAL0045908320001
Plan sponsor
Valley Forms, Inc.
EIN
36-2443579
Plan number
002
Location
Spring Valley, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$660.1K total assets
Net assets$660.1KLiabilities$0
Money in vs. money out
Total income / additions$104.7K
Total expenses$9K
Benefits paid / distributions$5K
Contributions
Employer$310
Participant$1.3K
Full reported line items
Total assets (EOY)
$660,073
Total liabilities (EOY)
$0
Net assets (EOY)
$660,073
Employer contributions
$310
Participant contributions
$1,311
Total income / additions
$104,714
Benefits paid
$5,000
Administrative expenses
$4,000
Total expenses
$9,000
Net increase / (decrease)
$95,714

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240514123604NAL0045908320001 cover?
It is the 2023 Form 5500 filing for Valley Forms, Inc. 401(K) Plan, reported by Valley Forms, Inc. (EIN 36-2443579).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages