Green Valley, AZ Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Green Valley, AZ has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $24,681,386 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,681,386
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $24,528,594
Contributions & income
- Employer contributions
- $791,462
- Participant contributions
- $1,850,931
- Total income / additions
- $6,156,450
Expenses & distributions
- Benefits paid / distributions
- $3,279,354
- Total expenses
- $3,428,395
- Net increase / (decrease)
- $2,728,055
Coverage
- Total reported participants
- 1,619
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Green Valley, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| La Posada Employee Savings And Retirement Plan | La Posada At Park Centre, Inc. | $18,555,968 | 2023 |
| United Community Health Center 403(B) Plan | United Community Health Center - Maria Auxiliadora, Inc. | $5,142,683 | 2023 |
| Phe 401(K) Plan | Pioneer Health Employment, Inc. | $531,251 | 2023 |
| Kwd Enterprise, Inc. 401(K) Plan | Kwd Enterprise, Inc. | $379,216 | 2023 |
| Lawn Snobs, Inc. 401(K) Plan | Vector Advisory Group, Inc | $72,268 | 2023 |
| La Posada At Park Centre Employee Health Care Plan | La Posada At Park Centre | not reported in the loaded dataset | 2023 |
| United Community Health Center-Maria Auxiliadora, Inc. Benefit Plan | United Community Health Center | not reported in the loaded dataset | 2023 |
Largest plans in Green Valley → · Green Valley plans by participants → · Green Valley plans with financial data → · Green Valley plans with provider compensation → · $1B+ plans in Green Valley →
Related Form 5500 pages
- All AZ Form 5500 filings
- La Posada Employee Savings And Retirement Plan (plan 001)
- La Posada At Park Centre, Inc. — all reported plans
- United Community Health Center 403(B) Plan (plan 001)
- United Community Health Center - Maria Auxiliadora, Inc. — all reported plans
- Phe 401(K) Plan (plan 004)
- Pioneer Health Employment, Inc. — all reported plans
- Kwd Enterprise, Inc. 401(K) Plan (plan 001)
- Kwd Enterprise, Inc. — all reported plans
- Lawn Snobs, Inc. 401(K) Plan (plan 001)
- Vector Advisory Group, Inc — all reported plans
- La Posada At Park Centre Employee Health Care Plan (plan 501)
- United Community Health Center-Maria Auxiliadora, Inc. Benefit Plan (plan 501)
- Methodology
- Data sources