Retirement Plan For The Employees Of Buffalo Valley, Inc. — Form 5500 plan (Buffalo Valley, 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, Retirement Plan For The Employees Of Buffalo Valley, Inc. is a benefit plan reported by Buffalo Valley, Inc. under EIN 58-1374964 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $6,795,170 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Buffalo Valley, Inc.
EIN
58-1374964
Plan number
001
Plan type
2
Location
Hohenwald, TN
Latest filing year
2023
Participants
194
End-of-year plan assets
$6,795,170

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20250131130041NAL0002431793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,795,170
Total liabilities (EOY)
$0
Net assets (EOY)
$6,795,170
Net assets (BOY)
$5,678,025

Income & contributions

Employer contributions
$465,409
Participant contributions
$119,227
Total contributions
$795,587
Total income / additions
$1,412,415

Expenses & distributions

Benefits paid
$216,106
Administrative expenses
$79,164
Total expenses
$295,270
Net increase / (decrease)
$1,117,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsuranRECORDKEEPER$45,647$02023
Access Retirement Services, LLCTPA$3,975not reported in the loaded dataset2023

Related Form 5500 pages