2023 Form 5500 filing — Pleasant Valley Corporation 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 20250114080659NAL0010778691001) for Pleasant Valley Corporation 401(K) Plan, reported by Pleasant Valley Corporation under EIN 27-0901655 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114080659NAL0010778691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pleasant Valley Corporation
- EIN
- 27-0901655
- Plan number
- 001
- Location
- Medina, OH
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,441,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,441,315
- Employer contributions
- $903,918
- Participant contributions
- $626,287
- Total income / additions
- $2,757,598
- Benefits paid
- $622,984
- Administrative expenses
- $38,099
- Total expenses
- $661,083
- Net increase / (decrease)
- $2,096,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $13,852 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,929 | $0 |
| Massachussets Mutual Life | INVESTMENT ADVISOR | $8,274 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,624 | not reported in the loaded dataset |
| Rea & Associates | TPA | $1,650 | not reported in the loaded dataset |