Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan — Form 5500 plan (Platte Valley Financial Service Companies, 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, Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan is a benefit plan reported by Platte Valley Financial Service Companies, Inc. under EIN 47-0800148 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $41,982,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Platte Valley Financial Service Companies, Inc.
- EIN
- 47-0800148
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsbluff, NE
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $41,982,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20240729110427NAL0019252257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,982,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,982,793
- Net assets (BOY)
- $38,815,151
Income & contributions
- Employer contributions
- $1,348,275
- Participant contributions
- $2,131,290
- Total contributions
- $3,479,565
- Total income / additions
- $7,303,407
Expenses & distributions
- Benefits paid
- $4,097,178
- Administrative expenses
- $38,587
- Total expenses
- $4,135,765
- Net increase / (decrease)
- $3,167,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $38,587 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,336 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Platte Valley Financial Service Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Scottsbluff, NE
- Milliman, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation