Plan5500

Valley Truck Centers 401(K) Plan — Form 5500 plan (Valley Ford Truck, 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, Valley Truck Centers 401(K) Plan is a benefit plan reported by Valley Ford Truck, Inc. under EIN 20-5428132 and plan number 001. The latest loaded filing year is 2023. The filing reports 473 participants and $11,883,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Ford Truck, Inc.
EIN
20-5428132
Plan number
001
Plan type
2
Location
Valley View, OH
Latest filing year
2023
Participants
473
End-of-year plan assets
$11,883,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023473H, C20241014124337NAL0014941459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,883,649
Total liabilities (EOY)
$0
Net assets (EOY)
$11,883,649
Net assets (BOY)
$7,992,691

Income & contributions

Employer contributions
$717,500
Participant contributions
$1,727,392
Total contributions
$2,715,098
Total income / additions
$4,232,727

Expenses & distributions

Benefits paid
$313,004
Administrative expenses
$30,504
Total expenses
$341,769
Net increase / (decrease)
$3,890,958

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$17,904$02023
Cliftonlarsonallen LlpAUDITOR$12,548not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$64not reported in the loaded dataset2023

Related Form 5500 pages