2023 Form 5500 filing — Valley Perinatal Services 401(K) 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 20241014180040NAL0026898561001) for Valley Perinatal Services 401(K) Plan, reported by Valley Perinatal Services, LLC under EIN 30-0757230 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180040NAL0026898561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Perinatal Services, LLC
- EIN
- 30-0757230
- Plan number
- 001
- Location
- Chandler, AZ
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,131,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,131,096
- Participant contributions
- $553,400
- Total income / additions
- $1,078,545
- Benefits paid
- $160,375
- Administrative expenses
- $29,700
- Total expenses
- $190,075
- Net increase / (decrease)
- $888,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, LLC | RECORD KEEPER | $19,408 | $0 |
| Stancorp Financial Group | NONE | $17,180 | not reported in the loaded dataset |
| Usi Securities, Inc. | NONE | $12,520 | not reported in the loaded dataset |