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 Oaks Health 401(K) Retirement Plan is a benefit plan reported by Valley Oaks Health, Inc. under EIN 35-0988724 and plan number 003. The latest loaded filing year is 2023. The filing reports 753 participants and $28,308,800 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,308,800
- Total liabilities (EOY)
- $11,983
- Net assets (EOY)
- $28,296,817
- Net assets (BOY)
- $24,520,294
Income & contributions
- Employer contributions
- $1,624,088
- Participant contributions
- $847,085
- Total contributions
- $2,571,316
- Total income / additions
- $6,489,120
Expenses & distributions
- Benefits paid
- $2,624,562
- Administrative expenses
- $88,035
- Total expenses
- $2,712,597
- Net increase / (decrease)
- $3,776,523