Esop Of Valley Bank Of Ronan — Form 5500 plan (Valley Holding Company)
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, Esop Of Valley Bank Of Ronan is a benefit plan reported by Valley Holding Company under EIN 81-0442068 and plan number 001. The latest loaded filing year is 2023. The filing reports 48 participants and $3,472,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Holding Company
- EIN
- 81-0442068
- Plan number
- 001
- Plan type
- 2
- Location
- Ronan, MT
- Latest filing year
- 2023
- Participants
- 48
- End-of-year plan assets
- $3,472,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20240702180837NAL0008022608001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,472,419
- Total liabilities (EOY)
- $26,000
- Net assets (EOY)
- $3,446,419
- Net assets (BOY)
- $3,500,092
Income & contributions
- Employer contributions
- $168,000
- Total income / additions
- $196,277
Expenses & distributions
- Benefits paid
- $249,950
- Total expenses
- $249,950
- Net increase / (decrease)
- -$53,673
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.