2023 Form 5500 filing — Willow Valley Communities 401(K) 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 20241014165722NAL0026771009001) for Willow Valley Communities 401(K) Plan, reported by Willow Valley Communities under EIN 23-2226098 and plan number 001. It reports 1,009 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165722NAL0026771009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willow Valley Communities
- EIN
- 23-2226098
- Plan number
- 001
- Location
- Willow Street, PA
- Participants
- 1,009
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,894,713
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,894,713
- Employer contributions
- $629,345
- Participant contributions
- $1,790,541
- Total income / additions
- $7,163,505
- Benefits paid
- $4,300,040
- Administrative expenses
- $117,310
- Total expenses
- $4,417,350
- Net increase / (decrease)
- $2,746,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fulton Bank, N.A. | NONE | $117,310 | $0 |