Assets by plan
Share of aggregate retirement assets
Filings through .
Lake Valley Well Company, Inc.
EIN 56-1597021constructionLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Health & Benefits
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 12 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
LAKE VALLEY WELL COMPANY, INC. CASH BALANCE PLAN
Cash balance
Assets$1.9M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
LAKE VALLEY WELL COMPANY, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$650K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LAKE VALLEY WELL COMPANY, INC. CASH BALANCE PLAN | Cash balance | $1.9M | 5 | 2025 |
| #001 | LAKE VALLEY WELL COMPANY, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $650K | 7 | 2025 |
- #002 · Cash balance · 20255
- #001 · 401(k) · 20257
Retirement plans