Pleasant Valley Corporation 401(K) Plan — Form 5500 plan (Pleasant Valley Corporation)
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, Pleasant Valley Corporation 401(K) Plan is a benefit plan reported by Pleasant Valley Corporation under EIN 27-0901655 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $7,441,315 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pleasant Valley Corporation
- EIN
- 27-0901655
- Plan number
- 001
- Plan type
- 2
- Location
- Medina, OH
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $7,441,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20250114080659NAL0010778691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,441,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,441,315
- Net assets (BOY)
- $5,344,800
Income & contributions
- Employer contributions
- $903,918
- Participant contributions
- $626,287
- Total contributions
- $1,684,048
- Total income / additions
- $2,757,598
Expenses & distributions
- Benefits paid
- $622,984
- Administrative expenses
- $38,099
- Total expenses
- $661,083
- Net increase / (decrease)
- $2,096,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $13,852 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,929 | $0 | 2023 |
| Massachussets Mutual Life | INVESTMENT ADVISOR | $8,274 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,624 | not reported in the loaded dataset | 2023 |
| Rea & Associates | TPA | $1,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pleasant Valley Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Medina, OH
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Massachussets Mutual Life — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Rea & Associates — Schedule C compensation