Pearl Valley Farms, Inc. 401(K) Plan — Form 5500 plan (Pearl Valley Farms, Inc.)

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, Pearl Valley Farms, Inc. 401(K) Plan is a benefit plan reported by Pearl Valley Farms, Inc. under EIN 36-3544300 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $2,085,995 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pearl Valley Farms, Inc.
EIN
36-3544300
Plan number
001
Plan type
2
Location
Pearl City, IL
Latest filing year
2023
Participants
149
End-of-year plan assets
$2,085,995

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20251209140451NAL0003576721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,085,995
Total liabilities (EOY)
$0
Net assets (EOY)
$2,085,995
Net assets (BOY)
$1,525,928

Income & contributions

Employer contributions
$121,451
Participant contributions
$236,651
Total contributions
$358,102
Total income / additions
$632,599

Expenses & distributions

Benefits paid
$55,980
Administrative expenses
$16,552
Total expenses
$72,532
Net increase / (decrease)
$560,067

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tag Resources, LLCRECORD KEEPER$6,390$02023
Transamerica Financial Life Ins CoRECORD KEEPER$0$02023

Related Form 5500 pages