Platte Valley Financial Service Companies, Inc. 401(k) Plan: Login, Facts & Contact Information

Platte Valley Financial Service Companies, Inc. 401(k) Plan Facts

Plan name
PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC.
Participants
527 (394 active employees)
Former employees with a balance
72
Plan assets
$44,716,110 at Dec 31, 2024
Average account balance
$87,166 across 513 accounts
Employer contributions
$1,501,032 in plan year 2024 (39% of all contributions)
Recordkeeper
Milliman, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing✓ Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jun 30, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.82 million went into the plan in contributions, $1.50 million of it from the employer (39%).
  • $5.16 million was paid out to participants.
  • Investment and other income added $4.12 million.
  • Administrative expenses were $48,506, about $95 per account.

How the Platte Valley Financial Service Companies, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019357$33.6 million$928,818$1.16 million
2020396$37.6 million$1.05 million$2.12 million
2021404$43.6 million$1.14 million$3.74 million
2022459$38.8 million$1.24 million$5.14 million
2023482$42.0 million$1.35 million$4.10 million
2024527$44.7 million$1.50 million$5.16 million

Platte Valley Financial Service Companies, Inc. 401(k) Contact Information

Phone
308-633-9733
Mailing address
1212 CIRCLE AVENUE, SCOTTSBLUFF NE 69361
Plan sponsor
PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC.
Employer identification number (EIN)
47-0800148
Plan number
001

Questions about the Platte Valley Financial Service Companies, Inc. 401(k)

Does Platte Valley Financial Service Companies, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.50 million, 39% of all contributions.

Does the Platte Valley Financial Service Companies, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Platte Valley Financial Service Companies, Inc 401(k) plan?

527 participants at the start of plan year 2024, 394 of them active employees, and 72 former employees who still had money in the plan.

What is the average 401(k) balance at Platte Valley Financial Service Companies, Inc?

About $87,166 per account: $44.7 million in plan assets across 513 accounts with a balance at the end of plan year 2024.

Who manages the Platte Valley Financial Service Companies, Inc 401(k) accounts?

Milliman (listed on the filing as MILLIMAN, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Platte Valley Financial Service Companies, Inc. How do I access my 401(k)?

Your account stays with Milliman after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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