2023 Form 5500 filing — Valley Pacific Petroleum Services Inc. 401(K) 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 20241013092315NAL0012369251001) for Valley Pacific Petroleum Services Inc. 401(K) Plan, reported by Valley Pacific Petroleum Service under EIN 94-2241298 and plan number 001. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013092315NAL0012369251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Pacific Petroleum Service
- EIN
- 94-2241298
- Plan number
- 001
- Location
- Stockton, CA
- Participants
- 392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,349,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,349,734
- Employer contributions
- $1,085,020
- Participant contributions
- $1,871,316
- Total income / additions
- $7,706,329
- Benefits paid
- $1,531,962
- Administrative expenses
- $59,294
- Total expenses
- $1,645,502
- Net increase / (decrease)
- $6,060,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus | INVESTMENT/FINANCIAL ADVI | $50,488 | $0 |
| Adp, Inc. | RECORD KEEPER | $8,805 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |