Pleasant Valley Homes 401(K) — Form 5500 plan (Pleasant Valley Homes, 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, Pleasant Valley Homes 401(K) is a benefit plan reported by Pleasant Valley Homes, Inc. under EIN 33-1080091 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $2,747,677 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pleasant Valley Homes, Inc.
EIN
33-1080091
Plan number
001
Plan type
2
Location
Pine Grove, PA
Latest filing year
2023
Participants
225
End-of-year plan assets
$2,747,677

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241003130911NAL0010584993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,747,677
Total liabilities (EOY)
$0
Net assets (EOY)
$2,747,677
Net assets (BOY)
$2,270,913

Income & contributions

Employer contributions
$0
Participant contributions
$233,216
Total contributions
$248,216
Total income / additions
$602,713

Expenses & distributions

Benefits paid
$114,428
Administrative expenses
$11,521
Total expenses
$125,949
Net increase / (decrease)
$476,764

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialNONE$9,549not reported in the loaded dataset2023
Ascensus LLCNONE$1,972$422023

Related Form 5500 pages