Oak Valley Community Bank 401(K) Profit Sharing Plan — Form 5500 plan (Oak Valley Community Bank)
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, Oak Valley Community Bank 401(K) Profit Sharing Plan is a benefit plan reported by Oak Valley Community Bank under EIN 77-0262278 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $33,108,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oak Valley Community Bank
- EIN
- 77-0262278
- Plan number
- 001
- Plan type
- 2
- Location
- Oakdale, CA
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $33,108,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20240926105621NAL0000326995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,108,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,108,339
- Net assets (BOY)
- $25,552,214
Income & contributions
- Employer contributions
- $1,060,733
- Participant contributions
- $1,449,917
- Total contributions
- $2,519,273
- Total income / additions
- $9,039,038
Expenses & distributions
- Benefits paid
- $1,413,244
- Administrative expenses
- $69,669
- Total expenses
- $1,482,913
- Net increase / (decrease)
- $7,556,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $26,641 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,338 | not reported in the loaded dataset | 2023 |
| Empoower Annuity Insurance Co. Usa | RECORDKEEPER | $13,558 | $0 | 2023 |
| Pension Management Consultants, Inc | CONTRACT ADMIN | $4,941 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oak Valley Community Bank
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakdale, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empoower Annuity Insurance Co. Usa — Schedule C compensation
- Pension Management Consultants, Inc — Schedule C compensation