Central Valley — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Central Valley (EIN 94-1566034) is a plan sponsor located in Napa, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1566034
Location
Napa, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,352,700
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,352,700

Contributions & income

Employer contributions
$236,262
Participant contributions
$764,081
Total income / additions
$2,583,977

Expenses & distributions

Benefits paid / distributions
$1,267,434
Total expenses
$1,295,302
Net increase / (decrease)
$1,288,675

Coverage

Total reported participants
449
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Central Valley plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Central Valley Employees 401(K) Plan002271$11,352,7002023
Central Valley Employee Welfare Benefits Plan501178not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Central Valley
YearPlanParticipantsSchedulesFiling
2023Central Valley Employees 401(K) Plan271H, C20240904132112NAL0020248961001
2023Central Valley Employee Welfare Benefits Plan17820241029102824NAL0004326753001

Related Form 5500 pages