2023 Form 5500 filing — 401(K) Retirement Savings Plan For Employees Of The Valley Hospital

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806154903NAL0005542882001) for 401(K) Retirement Savings Plan For Employees Of The Valley Hospital, reported by The Valley Hospital under EIN 22-1487307 and plan number 002. It reports 8,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$930.5MReported net assets$930,511,014

Participants8.3K8,326

Provider compensation$381.5K2 Schedule C row(s)$381,500

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240806154903NAL0005542882001
Plan sponsor: The Valley Hospital
EIN: 22-1487307
Plan number: 002
Location: Ridgewood, NJ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$930.5M total assets

Net assets$930.5MLiabilities$0

Money in vs. money out

Total income / additions$192M

Total expenses$56M

Benefits paid / distributions$55.2M

Contributions

Employer$20.5M

Participant$47M

Full reported line items

Total assets (EOY): $930,511,014
Total liabilities (EOY): $0
Net assets (EOY): $930,511,014
Employer contributions: $20,539,937
Participant contributions: $46,963,442
Total income / additions: $192,038,681
Benefits paid: $55,230,091
Administrative expenses: $381,500
Total expenses: $55,968,845
Net increase / (decrease): $136,069,836

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Lincoln National Corporation$322.8K
SERVICE PROVIDER · Direct $322.8K · Indirect $0
2
The Concord Advisory Group$58.7K
ADVISOR · Direct $58.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806154903NAL0005542882001 cover?: It is the 2023 Form 5500 filing for 401(K) Retirement Savings Plan For Employees Of The Valley Hospital, reported by The Valley Hospital (EIN 22-1487307).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).