Valley Residential Services 401(K) Plan — Form 5500 plan (Valley Residential Services)
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 Residential Services 401(K) Plan is a benefit plan reported by Valley Residential Services under EIN 91-1163446 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $1,897,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Residential Services
- EIN
- 91-1163446
- Plan number
- 001
- Plan type
- 2
- Location
- Walla Walla, WA
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $1,897,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241015112717NAL0057222354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,897,256
- Net assets (EOY)
- $1,897,256
- Net assets (BOY)
- $1,562,576
Income & contributions
- Employer contributions
- $106,715
- Participant contributions
- $203,082
- Total contributions
- $309,797
- Total income / additions
- $582,380
Expenses & distributions
- Benefits paid
- $235,469
- Administrative expenses
- $12,231
- Total expenses
- $247,700
- Net increase / (decrease)
- $334,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | RIA | $10,926 | not reported in the loaded dataset | 2023 |