Valleystar Credit Union — 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, Valleystar Credit Union (EIN 54-6040482) is a plan sponsor located in Martinsville, VA with 2 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
54-6040482
Location
Martinsville, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,539,460
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,539,460

Contributions & income

Employer contributions
$679,730
Participant contributions
$473,511
Total income / additions
$3,366,637

Expenses & distributions

Benefits paid / distributions
$385,759
Total expenses
$394,255
Net increase / (decrease)
$2,972,382

Coverage

Total reported participants
321
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

Valleystar Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Valleystar Credit Union 401(K) Retirement Plan001167$14,539,4602023
Valleystar Health & Welfare Plan510154not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Valleystar Credit Union
YearPlanParticipantsSchedulesFiling
2023Valleystar Credit Union 401(K) Retirement Plan167H, C20241015144809NAL0049992000001
2023Valleystar Health & Welfare Plan15420241202100659NAL0000757139001

Related Form 5500 pages