Valley Cities Counseling & Consultation 403(B) Plan — Form 5500 plan (Valley Cities Counseling And Consultation)
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 Cities Counseling & Consultation 403(B) Plan is a benefit plan reported by Valley Cities Counseling And Consultation under EIN 91-6063183 and plan number 001. The latest loaded filing year is 2023. The filing reports 682 participants and $13,551,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Cities Counseling And Consultation
- EIN
- 91-6063183
- Plan number
- 001
- Plan type
- 2
- Location
- Kent, WA
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $13,551,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20241010161655NAL0011719811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,551,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,551,410
- Net assets (BOY)
- $10,450,741
Income & contributions
- Employer contributions
- $768,018
- Participant contributions
- $953,108
- Total contributions
- $1,876,831
- Total income / additions
- $3,878,257
Expenses & distributions
- Benefits paid
- $742,161
- Administrative expenses
- $35,427
- Total expenses
- $777,588
- Net increase / (decrease)
- $3,100,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $30,252 | $0 | 2023 |
| July Business Services LLC | RECORKEEPER | $4,620 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $0 | not reported in the loaded dataset | 2023 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valley Cities Counseling And Consultation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Kent, WA
- Digital Retirement Solutions, Inc. — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Matrix Financial Solutions, Inc. — Schedule C compensation