2023 Form 5500 filing — Valley Electric Co. Of Mt. Vernon 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 20241011115235NAL0038627376001) for Valley Electric Co. Of Mt. Vernon 401(K) Profit Sharing Plan, reported by Valley Electric Company Of Mt. Vernon under EIN 91-1275610 and plan number 001. It reports 116 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)$15.1MReported net assets$15,119,714
Participants116
Provider compensation$2.9K2 Schedule C row(s)$2,926
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011115235NAL0038627376001
Plan sponsor
Valley Electric Company Of Mt. Vernon
EIN
91-1275610
Plan number
001
Location
Everett, WA
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)$15.1M total assets
Net assets$15.1MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$573.3K
Benefits paid / distributions$520.9K
Contributions
Employer$215.9K
Participant$905.7K
Full reported line items
Total assets (EOY)
$15,119,714
Total liabilities (EOY)
$0
Net assets (EOY)
$15,119,714
Employer contributions
$215,853
Participant contributions
$905,664
Total income / additions
$3,327,934
Benefits paid
$520,878
Administrative expenses
$2,929
Total expenses
$573,284
Net increase / (decrease)
$2,754,650
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $2.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011115235NAL0038627376001 cover?
It is the 2023 Form 5500 filing for Valley Electric Co. Of Mt. Vernon 401(K) Profit Sharing Plan, reported by Valley Electric Company Of Mt. Vernon (EIN 91-1275610).
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).

Related Form 5500 pages