2023 Form 5500 filing — 401(A) Valley Presbyterian Hospital Defined Contribution 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 20240926120319NAL0000367331001) for 401(A) Valley Presbyterian Hospital Defined Contribution Plan, reported by Valley Presbyterian Hospital under EIN 95-1945832 and plan number 002. It reports 2,198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926120319NAL0000367331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Presbyterian Hospital
- EIN
- 95-1945832
- Plan number
- 002
- Location
- Van Nuys, CA
- Participants
- 2,198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,858,879
- Net assets (EOY)
- $70,858,879
- Employer contributions
- $4,813,454
- Total income / additions
- $14,352,894
- Benefits paid
- $4,959,801
- Administrative expenses
- $221,240
- Total expenses
- $5,181,041
- Net increase / (decrease)
- $9,171,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $80,344 | $0 |
| Morgan Stanley Global Banking Opera | ADVISOR | $42,749 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |