Valley Community Healthcare 401(K) Plan — Form 5500 plan (Valley Community Healthcare)
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, Valley Community Healthcare 401(K) Plan is a benefit plan reported by Valley Community Healthcare under EIN 23-7050082 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $9,865,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Community Healthcare
- EIN
- 23-7050082
- Plan number
- 001
- Plan type
- 2
- Location
- North Hollywood, CA
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $9,865,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20240910134026NAL0006933169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,865,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,865,015
- Net assets (BOY)
- $7,976,054
Income & contributions
- Employer contributions
- $466,537
- Participant contributions
- $866,972
- Total contributions
- $1,333,509
- Total income / additions
- $2,908,624
Expenses & distributions
- Benefits paid
- $964,291
- Administrative expenses
- $55,372
- Total expenses
- $1,019,663
- Net increase / (decrease)
- $1,888,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $49,455 | $0 | 2023 |
| Mma Securities LLC | BROKER/DEALER | $15,416 | $5,537 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $2,700 | $4,501 | 2023 |
| Raymond James | INVESTMENT ADVISOR | $6,540 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $6,388 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valley Community Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in North Hollywood, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Raymond James — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation