Back to filter
Original filing (PDF)20250211101847NAL0033870960001
EMERALD VALLEY THINNING, INC.
Form 5500-SF
FILING_RECEIVED
EVT, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
12
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERALD VALLEY THINNING, INC..
Plan sponsor
Name
EMERALD VALLEY THINNING, INC.
EIN
93-1185826
Address
P. O. BOX 700 · PHILOMATH, OR · 973700700
Phone
(541) 929-5035
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
DAHLSTROM LUMBER COMPANY, INC.
DAHLSTROM LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 14 participants
IRON HORSE LOGGING, INC.
IRON HORSE LOGGING, INC. 401(K) PLAN & TRUST
$1.2M · 43 participants
JOHN WHEELER LOGGING, INC.
JOHN WHEELER LOGGING, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 59 participants
EDWARD S. KOCJANCIC, INC.
EDWARD S. KOCJANCIC, INC. 401(K) PLAN AND TRUST
$1.2M · 3 participants
JOHN BRITT LOGGING, INC.
JOHN BRITT LOGGING, INC. PROFIT SHARING PLAN
$1.2M · 2 participants
LENNARD WARREN CONTRACTING INC
LENNARD WARREN CONTRACTING INC 401K PSP
$1.2M · 10 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B