2023 Form 5500 filing — Valley Landscaping, Inc. And Delta Tree Farms, Inc. 401(K) 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 20241015150939NAL0014924707003) for Valley Landscaping, Inc. And Delta Tree Farms, Inc. 401(K) Plan, reported by Valley Landscaping & Maintenance, Inc. under EIN 94-2665921 and plan number 001. It reports 100 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,640,595
Participants100
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015150939NAL0014924707003
Plan sponsor
Valley Landscaping & Maintenance, Inc.
EIN
94-2665921
Plan number
001
Location
Lodi, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions$306K
Total expenses$193.8K
Benefits paid / distributions$167.6K
Contributions
Employer$35.7K
Participant$71.5K
Full reported line items
Total assets (EOY)
$1,640,595
Net assets (EOY)
$1,640,595
Employer contributions
$35,748
Participant contributions
$71,496
Total income / additions
$306,021
Benefits paid
$167,626
Administrative expenses
$17,919
Total expenses
$193,756
Net increase / (decrease)
$112,265

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015150939NAL0014924707003 cover?
It is the 2023 Form 5500 filing for Valley Landscaping, Inc. And Delta Tree Farms, Inc. 401(K) Plan, reported by Valley Landscaping & Maintenance, Inc. (EIN 94-2665921).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages