How big is Potomac Valley LUBE, LLC's plan?

Potomac Valley LUBE, LLC's plan reported $281K in assets and 12 participants for 2023.

Original filing (PDF)20240926134014NAL0000720833001

Potomac Valley LUBE, LLC

Name: Potomac Valley LUBE, LLC — Potomac Valley LUBE, LLC, Form 5500 (2023)
Creator: Potomac Valley LUBE, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potomac Valley LUBE, LLC 401(k) Retirement Plan and Trust

401(k) retirement plan · Potomac Valley LUBE, LLC's Potomac Valley LUBE, LLC 401(k) Retirement Plan and Trust held $281K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

People on this filing

Dale R Smith signed Potomac Valley LUBE, LLC's 2023 Form 5500 as plan administrator.

Dale R Smith — 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

Potomac Valley LUBE, LLC's EIN is 54-1957216.

EIN 54-1957216

Plan number 002

Plan year 2023

ACK ID 20240926134014NAL0000720833001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Potomac Valley LUBE, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off