2023 Form 5500 filing — Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729110427NAL0019252257001) for Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan, reported by Platte Valley Financial Service Companies, Inc. under EIN 47-0800148 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729110427NAL0019252257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Platte Valley Financial Service Companies, Inc.
- EIN
- 47-0800148
- Plan number
- 001
- Location
- Scottsbluff, NE
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,982,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,982,793
- Employer contributions
- $1,348,275
- Participant contributions
- $2,131,290
- Total income / additions
- $7,303,407
- Benefits paid
- $4,097,178
- Administrative expenses
- $38,587
- Total expenses
- $4,135,765
- Net increase / (decrease)
- $3,167,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $38,587 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,336 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |