401(A) Valley Presbyterian Hospital Defined Contribution Plan — Form 5500 plan (Valley Presbyterian Hospital)
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, 401(A) Valley Presbyterian Hospital Defined Contribution Plan is a benefit plan reported by Valley Presbyterian Hospital under EIN 95-1945832 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,198 participants and $70,858,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Presbyterian Hospital
- EIN
- 95-1945832
- Plan number
- 002
- Plan type
- 2
- Location
- Van Nuys, CA
- Latest filing year
- 2023
- Participants
- 2,198
- End-of-year plan assets
- $70,858,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,198 | H, C | 20240926120319NAL0000367331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,858,879
- Net assets (EOY)
- $70,858,879
- Net assets (BOY)
- $61,687,026
Income & contributions
- Employer contributions
- $4,813,454
- Total contributions
- $4,813,454
- Total income / additions
- $14,352,894
Expenses & distributions
- Benefits paid
- $4,959,801
- Administrative expenses
- $221,240
- Total expenses
- $5,181,041
- Net increase / (decrease)
- $9,171,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $80,344 | $0 | 2023 |
| Morgan Stanley Global Banking Opera | ADVISOR | $42,749 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valley Presbyterian Hospital
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Van Nuys, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley Global Banking Opera — Schedule C compensation
- National Financial Services — Schedule C compensation