2023 Form 5500 filing — Esop Of Valley Bank Of Ronan

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 20240702180837NAL0008022608001) for Esop Of Valley Bank Of Ronan, reported by Valley Holding Company under EIN 81-0442068 and plan number 001. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240702180837NAL0008022608001
Filing year
2023
Form type
2
Plan sponsor
Valley Holding Company
EIN
81-0442068
Plan number
001
Location
Ronan, MT
Participants
48
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,472,419
Total liabilities (EOY)
$26,000
Net assets (EOY)
$3,446,419
Employer contributions
$168,000
Total income / additions
$196,277
Benefits paid
$249,950
Total expenses
$249,950
Net increase / (decrease)
-$53,673
Schedule source
Schedule I

Related Form 5500 pages