Plain-English plan 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, Tri-Valley, Inc. Pension Trust is a benefit plan reported by Tri-Valley, Inc. under EIN 04-2594201 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $6,390,369 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,390,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,390,369
- Net assets (BOY)
- $5,706,790
Income & contributions
- Employer contributions
- $422,954
- Total contributions
- $422,954
- Total income / additions
- $1,151,524
Expenses & distributions
- Benefits paid
- $441,192
- Administrative expenses
- $26,753
- Total expenses
- $467,945
- Net increase / (decrease)
- $683,579