2023 Form 5500 filing — Valley Oaks Health 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827133457NAL0017696608001) for Valley Oaks Health 401(K) Retirement Plan, reported by Valley Oaks Health, Inc. under EIN 35-0988724 and plan number 003. It reports 753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827133457NAL0017696608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Oaks Health, Inc.
- EIN
- 35-0988724
- Plan number
- 003
- Location
- Lafayette, IN
- Participants
- 753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,308,800
- Total liabilities (EOY)
- $11,983
- Net assets (EOY)
- $28,296,817
- Employer contributions
- $1,624,088
- Participant contributions
- $847,085
- Total income / additions
- $6,489,120
- Benefits paid
- $2,624,562
- Administrative expenses
- $88,035
- Total expenses
- $2,712,597
- Net increase / (decrease)
- $3,776,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group Inc | NONE | $88,035 | not reported in the loaded dataset |