2023 Form 5500 filing — Valley Ent, P.C. 401(K) Profit Sharing 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 20241011182550NAL0039781904001) for Valley Ent, P.C. 401(K) Profit Sharing Plan, reported by Valley Ent, P.C. under EIN 20-4011284 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011182550NAL0039781904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Ent, P.C.
- EIN
- 20-4011284
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,783,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,783,111
- Employer contributions
- $1,069,264
- Participant contributions
- $1,561,003
- Total income / additions
- $6,261,107
- Benefits paid
- $2,741,807
- Administrative expenses
- $41,765
- Total expenses
- $2,783,572
- Net increase / (decrease)
- $3,477,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $41,765 | $0 |