Valley Christian Schools 401(K) Profit Sharing Plan — Form 5500 plan (Valley Christian Schools)
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 Christian Schools 401(K) Profit Sharing Plan is a benefit plan reported by Valley Christian Schools under EIN 86-0431878 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $3,989,832 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Christian Schools
- EIN
- 86-0431878
- Plan number
- 002
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $3,989,832
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241213140043NAL0015840369001 |
| 2023 | 178 | H, C | 20250415154307NAL0006836978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,383,277
- Net assets (EOY)
- $3,383,277
- Net assets (BOY)
- $3,021,337
Income & contributions
- Employer contributions
- $92,572
- Participant contributions
- $205,202
- Total contributions
- $298,031
- Total income / additions
- $511,589
Expenses & distributions
- Benefits paid
- $132,198
- Administrative expenses
- $17,451
- Total expenses
- $149,649
- Net increase / (decrease)
- $361,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Silver Oak Securities Inc | INVESTMENT ADVISORY | $0 | $55,280 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,638 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMIN | $17,450 | $0 | 2023 |
| Silver Oak Securities Inc | INVESTMENT ADVISORY | $0 | $12,031 | 2023 |