Plan5500

Valle Del Sol, Inc. — 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, Valle Del Sol, Inc. (EIN 86-0251255) is a plan sponsor located in Phoenix, 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
86-0251255
Location
Phoenix, AZ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Valle Del Sol, Inc.

  • 2 loaded plans hold $6.5M in reported assets.
  • The largest, Employee Benefit Plan Of Valle Del Sol, Incorporated, holds 100% of this company's reported plan assets.
  • Plans cover 864 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.5MSummed across loaded plans$6,529,258
Total reported assets$6.5M$6,529,258
Total reported participants864
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.5M total assets
Net assets$6.5MLiabilities$0
Contributions & income
Employer contributions$137.2K
Participant contributions$498.2K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$418.5K
Total expenses$423.2K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Employee Benefit Plan Of Valle Del Sol, Incorporated
Participants per plan432Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Employee Benefit Plan Of Valle Del Sol, Incorporated$6.5M
    Plan #003 · 631 participants · 2023
  2. 2
    Valle Del Sol, Inc. Health And Life Plannot reported in the loaded dataset
    Plan #501 · 233 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Valle Del Sol, Inc.. Open one for its full reported snapshot.

  1. 2023
    Valle Del Sol, Inc. Health And Life Plan233 participants · 2No schedules
    View filing →
  2. 2023
    Employee Benefit Plan Of Valle Del Sol, Incorporated631 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Valle Del Sol, Inc. report on Form 5500?
Valle Del Sol, Inc. (EIN 86-0251255) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Valle Del Sol, Inc.?
The Employer Identification Number (EIN) reported for Valle Del Sol, Inc. is 86-0251255.
What is the latest Form 5500 filing year for Valle Del Sol, Inc.?
The latest loaded Form 5500 filing year for Valle Del Sol, Inc. is 2023.

Related Form 5500 pages