How big is Valley BULK, Inc.'s plan?

Valley BULK, Inc.'s plan reported $1.6M in assets and 67 participants for 2023.

Original filing (PDF)20240924151808NAL0017793680001

Valley BULK, Inc.

Name: Valley BULK, Inc. — Valley BULK, Inc. 401(k) Profit, Form 5500 (2023)
Creator: Valley BULK, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley BULK, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Valley BULK, Inc.'s Valley BULK, Inc. 401(k) Profit Sharing Plan held $1.6M in plan assets for 67 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

JEFF Golson signed Valley BULK, Inc.'s 2023 Form 5500 as plan administrator.

JEFF Golson — 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

Valley BULK, Inc.'s EIN is 33-0674207.

EIN 33-0674207

Plan number 001

Plan year 2023

ACK ID 20240924151808NAL0017793680001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Valley BULK, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Valley BULK, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALLEY BULK, INC..

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Plan health score

Above-average plan

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

Knocking points off