2023 Form 5500 filing — Safe Harbor 401(K) Profit Sharing Plan For Employees Of Tri-Valley Opportunity Council, Inc.
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 20241014103829NAL0013148099001) for Safe Harbor 401(K) Profit Sharing Plan For Employees Of Tri-Valley Opportunity Council, Inc., reported by Tri-Valley Opportunity Council under EIN 41-0888488 and plan number 001. It reports 533 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)$15.5MReported net assets$15,476,299
Participants533
Provider compensation$3.3K1 Schedule C row(s)$3,347
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014103829NAL0013148099001
- Plan sponsor
- Tri-Valley Opportunity Council
- EIN
- 41-0888488
- Plan number
- 001
- Location
- Crookston, MN
- Received date
- not reported in the loaded dataset
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)$15.5M total assets
Net assets$15.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,476,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,476,299
- Employer contributions
- $491,251
- Participant contributions
- $707,806
- Total income / additions
- $3,467,764
- Benefits paid
- $814,962
- Administrative expenses
- $3,347
- Total expenses
- $818,309
- Net increase / (decrease)
- $2,649,455
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $3,347 | $0 |