Plain-English plan 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, Tri-Valley, Inc. 403(B) Plan is a benefit plan reported by Tri-Valley, Inc. under EIN 04-2594201 and plan number 002. The latest loaded filing year is 2023. The filing reports 262 participants and $4,584,919 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,584,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,584,919
- Net assets (BOY)
- $4,071,036
Income & contributions
- Employer contributions
- $596
- Participant contributions
- $296,532
- Total contributions
- $372,944
- Total income / additions
- $925,757
Expenses & distributions
- Benefits paid
- $409,289
- Administrative expenses
- $2,585
- Total expenses
- $411,874
- Net increase / (decrease)
- $513,883