Valley Pacific Petroleum Services Inc. 401(K) Plan — Form 5500 plan (Valley Pacific Petroleum Service)
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, Valley Pacific Petroleum Services Inc. 401(K) Plan is a benefit plan reported by Valley Pacific Petroleum Service under EIN 94-2241298 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $34,349,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Pacific Petroleum Service
- EIN
- 94-2241298
- Plan number
- 001
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 392
- End-of-year plan assets
- $34,349,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 392 | H, C | 20241013092315NAL0012369251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,349,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,349,734
- Net assets (BOY)
- $28,288,907
Income & contributions
- Employer contributions
- $1,085,020
- Participant contributions
- $1,871,316
- Total contributions
- $2,989,345
- Total income / additions
- $7,706,329
Expenses & distributions
- Benefits paid
- $1,531,962
- Administrative expenses
- $59,294
- Total expenses
- $1,645,502
- Net increase / (decrease)
- $6,060,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus | INVESTMENT/FINANCIAL ADVI | $50,488 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $8,805 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |