How big is PLUM Valley Inc.'s plan?

PLUM Valley Inc.'s plan reported $79K in assets and 5 participants for 2024.

Original filing (PDF)20250718121650NAL0000806115001

PLUM Valley Inc.

Name: PLUM Valley Inc. — PLUM Valley Inc. 401(k) Plan, Form 5500 (2024)
Creator: PLUM Valley Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PLUM Valley Inc. 401(k) Plan

401(k) retirement plan · PLUM Valley Inc.'s PLUM Valley Inc. 401(k) Plan held $79K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

People on this filing

Marcus Bowie signed PLUM Valley Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PLUM Valley Inc.'s EIN is 20-0794229.

EIN 20-0794229

Plan number 001

Plan year 2024

ACK ID 20250718121650NAL0000806115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PLUM Valley Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PLUM Valley Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

PLUM VALLEY INC.

EIN

all filings

Address

3308 CYCLONE CT. · COTTONWOOD, CA · 96022

Phone

(530) 262-6262

Industry

Manufacturing

Plan administrator