2023 Form 5500 filing — Shenandoah Valley Electric Cooperative 401(K) & Profit Sharing 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 20241009140447NAL0031508160001) for Shenandoah Valley Electric Cooperative 401(K) & Profit Sharing Plan, reported by Shenandoah Valley Electric Cooperative under EIN 54-0377465 and plan number 002. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$46.8MReported net assets$46,758,111
Participants301
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009140447NAL0031508160001
Plan sponsor
Shenandoah Valley Electric Cooperative
EIN
54-0377465
Plan number
002
Location
Rockingham, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$46.8M total assets
Net assets$46.8MLiabilities$0
Money in vs. money out
Total income / additions$12.1M
Total expenses$4.8M
Benefits paid / distributions$4.8M
Contributions
Employer$3M
Participant$2M
Full reported line items
Total assets (EOY)
$46,758,111
Total liabilities (EOY)
$0
Net assets (EOY)
$46,758,111
Employer contributions
$2,970,084
Participant contributions
$1,959,351
Total income / additions
$12,121,601
Benefits paid
$4,841,188
Administrative expenses
$2,650
Total expenses
$4,843,838
Net increase / (decrease)
$7,277,763
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MGMT · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009140447NAL0031508160001 cover?
It is the 2023 Form 5500 filing for Shenandoah Valley Electric Cooperative 401(K) & Profit Sharing Plan, reported by Shenandoah Valley Electric Cooperative (EIN 54-0377465).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages