2023 Form 5500 filing — Valley Family Health Care, Inc. 403(B) Plan
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 20240828105322NAL0012052209001) for Valley Family Health Care, Inc. 403(B) Plan, reported by Valley Family Health Care, Inc. under EIN 82-0371383 and plan number 001. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828105322NAL0012052209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Family Health Care, Inc.
- EIN
- 82-0371383
- Plan number
- 001
- Location
- Payette, ID
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,054,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,054,176
- Employer contributions
- $557,825
- Participant contributions
- $1,052,227
- Total income / additions
- $3,164,634
- Benefits paid
- $935,386
- Administrative expenses
- $26,514
- Total expenses
- $961,900
- Net increase / (decrease)
- $2,202,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,513 | $0 |
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISORY | $0 | $18,442 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |