2023 Form 5500 filing — Valley Cities Counseling & Consultation 403(B) 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 20241010161655NAL0011719811001) for Valley Cities Counseling & Consultation 403(B) Plan, reported by Valley Cities Counseling And Consultation under EIN 91-6063183 and plan number 001. It reports 682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010161655NAL0011719811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Cities Counseling And Consultation
- EIN
- 91-6063183
- Plan number
- 001
- Location
- Kent, WA
- Participants
- 682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,551,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,551,410
- Employer contributions
- $768,018
- Participant contributions
- $953,108
- Total income / additions
- $3,878,257
- Benefits paid
- $742,161
- Administrative expenses
- $35,427
- Total expenses
- $777,588
- Net increase / (decrease)
- $3,100,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $30,252 | $0 |
| July Business Services LLC | RECORKEEPER | $4,620 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $0 | not reported in the loaded dataset |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 |