Valley Ent, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Valley Ent, P.C. (EIN 20-4011284) is a plan sponsor located in Scottsdale, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-4011284
Location
Scottsdale, AZ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$26,783,111
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$26,783,111

Contributions & income

Employer contributions
$1,069,264
Participant contributions
$1,561,003
Total income / additions
$6,261,107

Expenses & distributions

Benefits paid / distributions
$2,741,807
Total expenses
$2,783,572
Net increase / (decrease)
$3,477,535

Coverage

Total reported participants
537
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Valley Ent, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Valley Ent, P.C. 401(K) Profit Sharing Plan001371$26,783,1112023
Valley Ent, Pc Welfare Benefit Plan501166not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Valley Ent, P.C.
YearPlanParticipantsSchedulesFiling
2023Valley Ent, Pc Welfare Benefit Plan16620240628153046NAL0001681426001
2023Valley Ent, P.C. 401(K) Profit Sharing Plan371H, C20241011182550NAL0039781904001

Related Form 5500 pages