403(B) Thrift Plan For Employees Of Valley Opportunity Council, Inc. — Form 5500 plan (Valley Opportunity Council, In)

Plain-English plan 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, 403(B) Thrift Plan For Employees Of Valley Opportunity Council, Inc. is a benefit plan reported by Valley Opportunity Council, In under EIN 04-2692763 and plan number 003. The latest loaded filing year is 2023. The filing reports 481 participants and $7,129,746 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Opportunity Council, In
EIN
04-2692763
Plan number
003
Plan type
2
Location
Chicopee, MA
Latest filing year
2023
Participants
481
End-of-year plan assets
$7,129,746

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023481H, C20241007125154NAL0007583635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,129,746
Total liabilities (EOY)
$0
Net assets (EOY)
$7,129,746
Net assets (BOY)
$6,212,713

Income & contributions

Employer contributions
$229,204
Participant contributions
$297,693
Total contributions
$529,588
Total income / additions
$1,436,993

Expenses & distributions

Benefits paid
$516,268
Administrative expenses
$3,692
Total expenses
$519,960
Net increase / (decrease)
$917,033

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$3,665$02023

Related Form 5500 pages