2023 Form 5500 filing — Tri-Valley, Inc. 403(B) 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 20250414142826NAL0001831041001) for Tri-Valley, Inc. 403(B) Plan, reported by Tri-Valley, Inc. under EIN 04-2594201 and plan number 002. It reports 262 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)$4.6MReported net assets$4,584,919
Participants262
Provider compensation$6.2K1 Schedule C row(s)$6,249
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250414142826NAL0001831041001
- Plan sponsor
- Tri-Valley, Inc.
- EIN
- 04-2594201
- Plan number
- 002
- Location
- Dudley, MA
- 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)$4.6M total assets
Net assets$4.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,584,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,584,919
- Employer contributions
- $596
- Participant contributions
- $296,532
- Total income / additions
- $925,757
- Benefits paid
- $409,289
- Administrative expenses
- $2,585
- Total expenses
- $411,874
- Net increase / (decrease)
- $513,883
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $2,585 | $3,664 |