2023 Form 5500 filing — Valley Truck Centers 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 20241014124337NAL0014941459001) for Valley Truck Centers 401(K) Plan, reported by Valley Ford Truck, Inc. under EIN 20-5428132 and plan number 001. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124337NAL0014941459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Ford Truck, Inc.
- EIN
- 20-5428132
- Plan number
- 001
- Location
- Valley View, OH
- Participants
- 473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,883,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,883,649
- Employer contributions
- $717,500
- Participant contributions
- $1,727,392
- Total income / additions
- $4,232,727
- Benefits paid
- $313,004
- Administrative expenses
- $30,504
- Total expenses
- $341,769
- Net increase / (decrease)
- $3,890,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,904 | $0 |
| Cliftonlarsonallen Llp | AUDITOR | $12,548 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $64 | not reported in the loaded dataset |