The Willamette Valley Company And Subsidiary Companies 401(K) Profit Sharing Plan — Form 5500 plan (The Willamette Valley Company LLC)
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, The Willamette Valley Company And Subsidiary Companies 401(K) Profit Sharing Plan is a benefit plan reported by The Willamette Valley Company LLC under EIN 93-0469759 and plan number 001. The latest loaded filing year is 2023. The filing reports 483 participants and $55,297,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Willamette Valley Company LLC
- EIN
- 93-0469759
- Plan number
- 001
- Plan type
- 2
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 483
- End-of-year plan assets
- $55,297,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 483 | H, C | 20240731073616NAL0012510019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,297,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,297,439
- Net assets (BOY)
- $46,289,889
Income & contributions
- Employer contributions
- $1,511,244
- Participant contributions
- $1,691,003
- Total contributions
- $3,463,290
- Total income / additions
- $10,458,790
Expenses & distributions
- Benefits paid
- $1,446,780
- Administrative expenses
- $4,460
- Total expenses
- $1,451,240
- Net increase / (decrease)
- $9,007,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $53,195 | not reported in the loaded dataset | 2023 |