Safe Harbor 401(K) Profit Sharing Plan For Employees Of Tri-Valley Opportunity Council, Inc. — Form 5500 plan (Tri-Valley Opportunity Council)
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, Safe Harbor 401(K) Profit Sharing Plan For Employees Of Tri-Valley Opportunity Council, Inc. is a benefit plan reported by Tri-Valley Opportunity Council under EIN 41-0888488 and plan number 001. The latest loaded filing year is 2023. The filing reports 533 participants and $15,476,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-Valley Opportunity Council
- EIN
- 41-0888488
- Plan number
- 001
- Plan type
- 2
- Location
- Crookston, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 533 | H, C | 20241014103829NAL0013148099001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $15,476,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,476,299
- Net assets (BOY)
- $12,826,844
Income & contributions
- Employer contributions
- $491,251
- Participant contributions
- $707,806
- Total contributions
- $1,444,719
- Total income / additions
- $3,467,764
Expenses & distributions
- Benefits paid
- $814,962
- Administrative expenses
- $3,347
- Total expenses
- $818,309
- Net increase / (decrease)
- $2,649,455
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $3,347 | $0 | 2023 |