2023 Form 5500 filing — Retirement Plan For The Employees Of Buffalo Valley, 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 20250131130041NAL0002431793001) for Retirement Plan For The Employees Of Buffalo Valley, Inc., reported by Buffalo Valley, Inc. under EIN 58-1374964 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131130041NAL0002431793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buffalo Valley, Inc.
- EIN
- 58-1374964
- Plan number
- 001
- Location
- Hohenwald, TN
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,795,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,795,170
- Employer contributions
- $465,409
- Participant contributions
- $119,227
- Total income / additions
- $1,412,415
- Benefits paid
- $216,106
- Administrative expenses
- $79,164
- Total expenses
- $295,270
- Net increase / (decrease)
- $1,117,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $45,647 | $0 |
| Access Retirement Services, LLC | TPA | $3,975 | not reported in the loaded dataset |