Valley Insurance Partners, Inc. 401(K) Plan — Form 5500 plan (Valley Insurance Partners, Inc.)
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 Insurance Partners, Inc. 401(K) Plan is a benefit plan reported by Valley Insurance Partners, Inc. under EIN 26-0845288 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $99,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Insurance Partners, Inc.
- EIN
- 26-0845288
- Plan number
- 001
- Plan type
- 2
- Location
- Whitinsville, MA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $99,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241015113022NAL0047583312001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $99,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,827
- Net assets (BOY)
- $113,509
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$13,682
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$13,682
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.