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, Safe Harbor 401(K) Profit Sharing Plan For Employees Of Tri-Valley Opportunity Council, Inc. is a benefit plan reported by Tri-Valley Opportunity Council under EIN 41-0888488 and plan number 001. The latest loaded filing year is 2023. The filing reports 533 participants and $15,476,299 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,476,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,476,299
- Net assets (BOY)
- $12,826,844
Income & contributions
- Employer contributions
- $491,251
- Participant contributions
- $707,806
- Total contributions
- $1,444,719
- Total income / additions
- $3,467,764
Expenses & distributions
- Benefits paid
- $814,962
- Administrative expenses
- $3,347
- Total expenses
- $818,309
- Net increase / (decrease)
- $2,649,455