Tri-Valley, Inc. 403(B) Plan — Form 5500 plan (Tri-Valley, Inc.)
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. 403(B) Plan is a benefit plan reported by Tri-Valley, Inc. under EIN 04-2594201 and plan number 002. The latest loaded filing year is 2023. The filing reports 262 participants and $4,584,919 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.6MPlan net assets, end of year$4,584,919
Participants262Covered participants reported
Assets / participant$17.5KComputed: assets ÷ participants$17,500 (computed)
Provider compensation$6.2K1 Schedule C provider row(s)$6,249
- Plan sponsor
- Tri-Valley, Inc.
- EIN
- 04-2594201
- Plan number
- 002
- Plan type
- 2
- Location
- Dudley, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20250414142826NAL0001831041001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,584,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,584,919
- Net assets (BOY)
- $4,071,036
Income & contributions
- Employer contributions
- $596
- Participant contributions
- $296,532
- Total contributions
- $372,944
- Total income / additions
- $925,757
Expenses & distributions
- Benefits paid
- $409,289
- Administrative expenses
- $2,585
- Total expenses
- $411,874
- Net increase / (decrease)
- $513,883
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $2,585 | $3,664 | 2023 |