2023 Form 5500 filing — Pleasant Valley Trailers Retirement 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 20241011090626NAL0012309123001) for Pleasant Valley Trailers Retirement Plan, reported by Pleasant Valley Trailers under EIN 30-0389878 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,697,273

Participants210

Provider compensation$39.3K5 Schedule C row(s)$39,339

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011090626NAL0012309123001
Plan sponsor: Pleasant Valley Trailers
EIN: 30-0389878
Plan number: 001
Location: Sugarcreek, OH
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.7M total assets

Net assets$6.7MLiabilities$0

Money in vs. money out

Total income / additions$2M

Total expenses$662.7K

Benefits paid / distributions$623.3K

Contributions

Employer$410.5K

Participant$551.5K

Full reported line items

Total assets (EOY): $6,697,273
Total liabilities (EOY): $0
Net assets (EOY): $6,697,273
Employer contributions: $410,515
Participant contributions: $551,501
Total income / additions: $2,027,652
Benefits paid: $623,326
Administrative expenses: $39,338
Total expenses: $662,664
Net increase / (decrease): $1,364,988

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company$26.1K
RECORDKEEPER · Direct $26.1K · Indirect $0
2
Commonwealth Equity Services LLC$5K
INVESTMENT ADVISOR · Direct $5K
3
July Business Services$4.5K
CONTRACT ADMIN · Direct $4.5K
4
Empower Advisory Group, LLC$3K
INVESTMENT MGMT · Direct $3K
5
Summit Benefit Solutions Inc$700
OTHER · Direct $700

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011090626NAL0012309123001 cover?: It is the 2023 Form 5500 filing for Pleasant Valley Trailers Retirement Plan, reported by Pleasant Valley Trailers (EIN 30-0389878).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).