Original filing (PDF)20240926134014NAL0000720833001

POTOMAC VALLEY LUBE, LLC

Name: POTOMAC VALLEY LUBE, LLC — POTOMAC VALLEY LUBE, LLC 401(K) RETIREMENT PLAN AND TRUST, Form 5500 (2023)
Creator: POTOMAC VALLEY LUBE, LLC

Form 5500-SF

FILING_RECEIVED

POTOMAC VALLEY LUBE, LLC 401(K) RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POTOMAC VALLEY LUBE, LLC.

Plan sponsor

Name

POTOMAC VALLEY LUBE, LLC

EIN

54-1957216

Address

44900 ACACIA LANE, SUITE 117 · STERLING, VA · 201669342

Phone

(703) 430-0060

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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