Fresno Valves & Castings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Fresno Valves & Castings, 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, Fresno Valves & Castings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Fresno Valves & Castings, Inc. under EIN 94-1542403 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $35,155,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fresno Valves & Castings, Inc.
- EIN
- 94-1542403
- Plan number
- 001
- Plan type
- 2
- Location
- Selma, CA
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $35,155,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20250417163531NAL0000651859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,155,374
- Total liabilities (EOY)
- $17,706
- Net assets (EOY)
- $35,137,668
- Net assets (BOY)
- $31,435,091
Income & contributions
- Employer contributions
- $732,900
- Participant contributions
- $797,021
- Total contributions
- $2,078,592
- Total income / additions
- $7,804,914
Expenses & distributions
- Benefits paid
- $4,083,645
- Administrative expenses
- $986
- Total expenses
- $4,102,337
- Net increase / (decrease)
- $3,702,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services, LLC | BROKER | $0 | $76,851 | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $768 | $0 | 2023 |
| Nexus Administrators, Inc. | TPA | $0 | $398 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fresno Valves & Castings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Selma, CA
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Nexus Administrators, Inc. — Schedule C compensation