2023 Form 5500 filing — People Sustaining Kings Valley 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 20250325152146NAL0014499313001) for People Sustaining Kings Valley 403(B) Plan, reported by People Sustaining Kings Valley under EIN 45-2303537 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325152146NAL0014499313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- People Sustaining Kings Valley
- EIN
- 45-2303537
- Plan number
- 001
- Location
- Philomath, OR
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,472,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,472,631
- Employer contributions
- $141,533
- Participant contributions
- $74,702
- Total income / additions
- $405,109
- Benefits paid
- $160,370
- Administrative expenses
- $14,174
- Total expenses
- $174,544
- Net increase / (decrease)
- $230,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Benefit Services, Inc. | CONTRACT ADMINISTRATOR | $3,850 | $4,140 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,461 | $0 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $5,443 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,092 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |