Valentine, NE Form 5500 retirement and benefit plan filings
City Form 5500 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, Valentine, NE has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $15,790,866 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $15,790,866
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $15,790,866
Contributions & income
- Employer contributions
- $234,525
- Participant contributions
- $1,231,063
- Total income / additions
- $3,886,203
Expenses & distributions
- Benefits paid / distributions
- $314,619
- Total expenses
- $441,164
- Net increase / (decrease)
- $3,445,039
Coverage
- Total reported participants
- 681
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Valentine, NE plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Danielski Farms, Inc. 401(K) Profit Sharing Plan | Danielski Farms, Inc. | $6,430,055 | 2023 |
| Danielski Farms, Inc. 401(K) Profit Sharing Plan | Danielski Farms, Inc. | $6,265,377 | 2023 |
| Perrett'S Profit Sharing Plan | Perrett Construction, Ltd | $3,095,434 | 2023 |
Largest plans in Valentine → · Valentine plans by participants → · Valentine plans with financial data → · Valentine plans with provider compensation → · $1B+ plans in Valentine →
Related Form 5500 pages
- All NE Form 5500 filings
- Danielski Farms, Inc. 401(K) Profit Sharing Plan (plan 001)
- Danielski Farms, Inc. — all reported plans
- Danielski Farms, Inc. 401(K) Profit Sharing Plan (plan 001)
- Danielski Farms, Inc. — all reported plans
- Perrett'S Profit Sharing Plan (plan 001)
- Perrett Construction, Ltd — all reported plans
- Methodology
- Data sources