Plan5500

Valley Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Management, Inc. (EIN 39-1259167) is a plan sponsor located in Neenah, WI with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1259167
Location
Neenah, WI
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Valley Management, Inc.

  • 4 loaded plans hold $8.3M in reported assets.
  • The largest, Valley Management, Inc. 401(K) Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 756 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.3MSummed across loaded plans$8,315,590
Total reported assets$8.3M$8,315,590
Total reported participants756
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.3M total assets
Net assets$8.3MLiabilities$0
Contributions & income
Employer contributions$88.3K
Participant contributions$443.3K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$585.4K
Total expenses$627.9K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Valley Management, Inc. 401(K) Plan And Trust
Participants per plan189Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Valley Management, Inc. 401(K) Plan And Trust$8.3M
    Plan #001 · 317 participants · 2023
  2. 2
    Group Life, Accidental Death & Dismemberment Insurance For Employees Of Valley Management, Inc.not reported in the loaded dataset
    Plan #501 · 151 participants · 2023
  3. 3
    Group Long Term Disability Insurance For Employees Of Valley Management, Inc.not reported in the loaded dataset
    Plan #503 · 151 participants · 2023
  4. 4
    Valley Management, Inc. Employee Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 137 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Valley Management, Inc.. Open one for its full reported snapshot.

  1. 2023
    Group Life, Accidental Death & Dismemberment Insurance For Employees Of Valley Management, Inc.151 participants · 2No schedules
    View filing →
  2. 2023
    Group Long Term Disability Insurance For Employees Of Valley Management, Inc.151 participants · 2No schedules
    View filing →
  3. 2023
    Valley Management, Inc. Employee Health & Welfare Benefit Plan137 participants · 2No schedules
    View filing →
  4. 2023
    Valley Management, Inc. 401(K) Plan And Trust317 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Valley Management, Inc. report on Form 5500?
Valley Management, Inc. (EIN 39-1259167) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Valley Management, Inc.?
The Employer Identification Number (EIN) reported for Valley Management, Inc. is 39-1259167.
What is the latest Form 5500 filing year for Valley Management, Inc.?
The latest loaded Form 5500 filing year for Valley Management, Inc. is 2023.

Related Form 5500 pages