Golden Valley Electric Association 401(K) Plan — Form 5500 plan (Golden Valley Electric Association)
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, Golden Valley Electric Association 401(K) Plan is a benefit plan reported by Golden Valley Electric Association under EIN 92-0014712 and plan number 002. The latest loaded filing year is 2023. The filing reports 314 participants and $45,110,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golden Valley Electric Association
- EIN
- 92-0014712
- Plan number
- 002
- Plan type
- 2
- Location
- Fairbanks, AK
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $45,110,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241015202345NAL0051248016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,110,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,110,499
- Net assets (BOY)
- $39,087,750
Income & contributions
- Employer contributions
- $1,142,167
- Participant contributions
- $1,561,910
- Total contributions
- $2,704,077
- Total income / additions
- $10,793,224
Expenses & distributions
- Benefits paid
- $4,773,105
- Administrative expenses
- $950
- Total expenses
- $4,770,475
- Net increase / (decrease)
- $6,022,749
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $950 | $0 | 2023 |