2023 Form 5500 filing — Pearl Valley Farms, 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 20251209140451NAL0003576721001) for Pearl Valley Farms, Inc. 401(K) Plan, reported by Pearl Valley Farms, Inc. under EIN 36-3544300 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251209140451NAL0003576721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pearl Valley Farms, Inc.
- EIN
- 36-3544300
- Plan number
- 001
- Location
- Pearl City, IL
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,085,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,085,995
- Employer contributions
- $121,451
- Participant contributions
- $236,651
- Total income / additions
- $632,599
- Benefits paid
- $55,980
- Administrative expenses
- $16,552
- Total expenses
- $72,532
- Net increase / (decrease)
- $560,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tag Resources, LLC | RECORD KEEPER | $6,390 | $0 |
| Transamerica Financial Life Ins Co | RECORD KEEPER | $0 | $0 |