Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Shoestring Valley Holdings, 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, Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Shoestring Valley Holdings, Inc. under EIN 93-0422424 and plan number 002. The latest loaded filing year is 2023. The filing reports 294 participants and $1,869,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shoestring Valley Holdings, Inc.
EIN
93-0422424
Plan number
002
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
294
End-of-year plan assets
$1,869,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H20250211114640NAL0019539521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,869,976
Total liabilities (EOY)
$0
Net assets (EOY)
$1,869,976
Net assets (BOY)
$0

Income & contributions

Total contributions
$1,869,976
Total income / additions
$1,869,976

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$1,869,976

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages