2023 Form 5500 filing — Inter Valley Escrow, Inc. 401(K) Profit Sharing 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 20240521182020NAL0001625859001) for Inter Valley Escrow, Inc. 401(K) Profit Sharing Plan, reported by Inter Valley Escrow, Inc. under EIN 95-4224700 and plan number 001. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,171,211
Participants45
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240521182020NAL0001625859001
Plan sponsor
Inter Valley Escrow, Inc.
EIN
95-4224700
Plan number
001
Location
Glendale, CA
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$822.5K
Total expenses$189.5K
Benefits paid / distributions$173.2K
Contributions
Employer$0
Participant$182.7K
Full reported line items
Total assets (EOY)
$4,171,211
Total liabilities (EOY)
$0
Net assets (EOY)
$4,171,211
Employer contributions
$0
Participant contributions
$182,711
Total income / additions
$822,454
Benefits paid
$173,214
Administrative expenses
$4,812
Total expenses
$189,501
Net increase / (decrease)
$632,953

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240521182020NAL0001625859001 cover?
It is the 2023 Form 5500 filing for Inter Valley Escrow, Inc. 401(K) Profit Sharing Plan, reported by Inter Valley Escrow, Inc. (EIN 95-4224700).
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