2023 Form 5500 filing — The Willamette Valley Company And Subsidiary Companies 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 20240731073616NAL0012510019001) for The Willamette Valley Company And Subsidiary Companies 401(K) Profit Sharing Plan, reported by The Willamette Valley Company LLC under EIN 93-0469759 and plan number 001. It reports 483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731073616NAL0012510019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Willamette Valley Company LLC
- EIN
- 93-0469759
- Plan number
- 001
- Location
- Eugene, OR
- Participants
- 483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,297,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,297,439
- Employer contributions
- $1,511,244
- Participant contributions
- $1,691,003
- Total income / additions
- $10,458,790
- Benefits paid
- $1,446,780
- Administrative expenses
- $4,460
- Total expenses
- $1,451,240
- Net increase / (decrease)
- $9,007,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $53,195 | not reported in the loaded dataset |