Valley Christian Schools Retirement 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 Retirement Plan is a benefit plan reported by Valley Christian Schools under EIN 94-1495182 and plan number 001. The latest loaded filing year is 2023. The filing reports 680 participants and $47,993,201 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$48MPlan net assets, end of year$47,993,201
Participants680Covered participants reported
Assets / participant$70.6KComputed: assets ÷ participants$70,578 (computed)
Provider compensation$105.7K2 Schedule C provider row(s)$105,663
- Plan sponsor
- Valley Christian Schools
- EIN
- 94-1495182
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 680 | H, C | 20241015172908NAL0015171587001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$48M total assets
Net assets$48MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $47,993,201
- Net assets (EOY)
- $47,993,201
- Net assets (BOY)
- $39,844,685
Income & contributions
- Employer contributions
- $2,245,427
- Participant contributions
- $3,165,233
- Total contributions
- $5,410,660
- Total income / additions
- $11,698,827
Expenses & distributions
- Benefits paid
- $3,442,236
- Administrative expenses
- $105,663
- Total expenses
- $3,550,311
- Net increase / (decrease)
- $8,148,516
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Service Company | NONE | $102,512 | $0 | 2023 |
| Variable Annuity Life Company | NONE | $3,151 | $0 | 2023 |