Prescott Valley, AZ Form 5500 retirement and benefit plan filings
City Form 5500 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, Prescott Valley, AZ has 16 loaded benefit plan(s) reported by 14 plan sponsor(s), with $36,842,223 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $36,842,223
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $36,842,223
Contributions & income
- Employer contributions
- $446,765
- Participant contributions
- $2,286,115
- Total income / additions
- $5,563,962
Expenses & distributions
- Benefits paid / distributions
- $4,625,025
- Total expenses
- $4,807,443
- Net increase / (decrease)
- $756,519
Coverage
- Total reported participants
- 4,271
- Plans with financial statements
- 13
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Prescott Valley, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| 401(K) Profit Sharing Plan For Employees Of West Yavapai Guidance Clinic D/B/A Polara Health | West Yavapai Guidance Clinic D | $13,048,653 | 2023 |
| Vivant Behavioral Holdings 401(K) Plan | Vivant Behavioral Holdings LLC | $9,140,996 | 2023 |
| Western News&Info, Inc. 401(K) Profit Sharing Plan | Western News&Info, Inc. | $5,527,607 | 2023 |
| On-Line Electronics, Inc. 401(K) Profit Sharing Plan | On-Line Electronics, Inc. | $3,308,069 | 2023 |
| Braden Homes Retirement Plan | Braden Homes, Inc. | $1,601,661 | 2023 |
| Fsg 401(K) Plan | Fain Signature Group, LLC | $1,395,852 | 2023 |
| Elite Homecare Incorporated 401(K) Profit Sharing Plan | Elite Homecare Incorporated | $1,072,620 | 2023 |
| R & R Auto & Truck Parts, Inc. 401(K) Plan | R & R Auto & Truck Parts, Inc. | $990,189 | 2023 |
| Jcp Mechanical, Inc. Profit Sharing Plan | Jcp Mechanical, Inc. | $422,956 | 2023 |
| Live In Motion Inc. Retirement Plan | Live In Motion Inc. | $230,000 | 2023 |
| William B. Adams, An Accountancy Corporation Profit Sharing Plan | William B. Adams An Accntcy Corp | $103,620 | 2023 |
| Fischer Enterprise Inc. Retirement Plan | Fischer Enterprise Inc. | $0 | 2023 |
| Gilardoni Inc. Profit Sharing Plan | Gilardoni Inc. | $0 | 2023 |
| Western News&Info Inc. Employee Benefit Plan | Western News&Info Inc. Employee Benefit Plan | not reported in the loaded dataset | 2023 |
| Polara Health Welfare Benefit Plan | Polara Health | not reported in the loaded dataset | 2023 |
| Vivant Behavioral Healthcare, LLC Welfare Benefit Plan | Vivant Behavioral Healthcare, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Prescott Valley → · Prescott Valley plans by participants → · Prescott Valley plans with financial data → · Prescott Valley plans with provider compensation → · $1B+ plans in Prescott Valley →
Related Form 5500 pages
- All AZ Form 5500 filings
- 401(K) Profit Sharing Plan For Employees Of West Yavapai Guidance Clinic D/B/A Polara Health (plan 001)
- West Yavapai Guidance Clinic D — all reported plans
- Vivant Behavioral Holdings 401(K) Plan (plan 001)
- Vivant Behavioral Holdings LLC — all reported plans
- Western News&Info, Inc. 401(K) Profit Sharing Plan (plan 002)
- Western News&Info, Inc. — all reported plans
- On-Line Electronics, Inc. 401(K) Profit Sharing Plan (plan 001)
- On-Line Electronics, Inc. — all reported plans
- Braden Homes Retirement Plan (plan 001)
- Braden Homes, Inc. — all reported plans
- Fsg 401(K) Plan (plan 001)
- Fain Signature Group, LLC — all reported plans
- Elite Homecare Incorporated 401(K) Profit Sharing Plan (plan 001)
- Elite Homecare Incorporated — all reported plans
- R & R Auto & Truck Parts, Inc. 401(K) Plan (plan 001)
- R & R Auto & Truck Parts, Inc. — all reported plans
- Jcp Mechanical, Inc. Profit Sharing Plan (plan 001)
- Jcp Mechanical, Inc. — all reported plans
- Live In Motion Inc. Retirement Plan (plan 001)
- Live In Motion Inc. — all reported plans
- William B. Adams, An Accountancy Corporation Profit Sharing Plan (plan 002)
- William B. Adams An Accntcy Corp — all reported plans
- Fischer Enterprise Inc. Retirement Plan (plan 001)
- Fischer Enterprise Inc. — all reported plans
- Gilardoni Inc. Profit Sharing Plan (plan 001)
- Gilardoni Inc. — all reported plans
- Western News&Info Inc. Employee Benefit Plan (plan 501)
- Polara Health Welfare Benefit Plan (plan 501)
- Methodology
- Data sources