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, True Value Company Savings & Compensation Deferral Plan is a benefit plan reported by True Value Company under EIN 36-2099896 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,297 participants and $228,702,258 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,702,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $228,702,258
- Net assets (BOY)
- $204,859,961
Income & contributions
- Employer contributions
- $5,148,428
- Participant contributions
- $10,371,816
- Total contributions
- $18,180,333
- Total income / additions
- $53,216,871
Expenses & distributions
- Benefits paid
- $29,158,926
- Administrative expenses
- $205,612
- Total expenses
- $29,374,574
- Net increase / (decrease)
- $23,842,297