Cherry Valley Tractor Sales, Inc. Retirement Plan — Form 5500 plan (Cherry Valley Tractor Sales, 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, Cherry Valley Tractor Sales, Inc. Retirement Plan is a benefit plan reported by Cherry Valley Tractor Sales, Inc. under EIN 21-0731098 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $8,049,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cherry Valley Tractor Sales, Inc.
- EIN
- 21-0731098
- Plan number
- 001
- Plan type
- 2
- Location
- Marlton, NJ
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $8,049,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240716094546NAL0001641875001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,049,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,049,847
- Net assets (BOY)
- $6,790,267
Income & contributions
- Employer contributions
- $87,006
- Participant contributions
- $242,207
- Total income / additions
- $1,748,335
Expenses & distributions
- Benefits paid
- $457,888
- Administrative expenses
- $30,867
- Total expenses
- $488,755
- Net increase / (decrease)
- $1,259,580
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.