Shenandoah Valley Organic, LLC Employee Savings Plan — Form 5500 plan (Shenandoah Valley Organic, LLC)

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, Shenandoah Valley Organic, LLC Employee Savings Plan is a benefit plan reported by Shenandoah Valley Organic, LLC under EIN 45-5264169 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $2,096,231 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shenandoah Valley Organic, LLC
EIN
45-5264169
Plan number
001
Plan type
2
Location
Harrisonburg, VA
Latest filing year
2023
Participants
194
End-of-year plan assets
$2,096,231

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20251022102559NAL0002019536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,096,231
Net assets (EOY)
$2,096,231
Net assets (BOY)
$1,192,203

Income & contributions

Employer contributions
$268,403
Participant contributions
$501,181
Total contributions
$937,892
Total income / additions
$1,214,235

Expenses & distributions

Benefits paid
$297,029
Administrative expenses
$13,178
Total expenses
$310,207
Net increase / (decrease)
$904,028

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pinnacle BankNONE$10,522not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$2,656$02023

Related Form 5500 pages