Valley Realty, Inc. Profit Sharing Plan — Form 5500 plan (Valley Realty, 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 Realty, Inc. Profit Sharing Plan is a benefit plan reported by Valley Realty, Inc. under EIN 82-6182283 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $3,927,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Realty, Inc.
- EIN
- 82-6182283
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $3,927,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241003134921NAL0005752819001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,927,717
- Net assets (EOY)
- $3,927,717
- Net assets (BOY)
- $3,548,433
Income & contributions
- Employer contributions
- $139,388
- Total income / additions
- $379,284
Expenses & distributions
- Net increase / (decrease)
- $379,284
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.