2023 Form 5500 filing — Valley Vista 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 20241015105718NAL0014440995001) for Valley Vista 401(K) Plan, reported by Oas, LLC under EIN 30-0223857 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$392.1KReported net assets$392,111
Participants136
Provider compensation$16K1 Schedule C row(s)$16,035
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015105718NAL0014440995001
Plan sponsor
Oas, LLC
EIN
30-0223857
Plan number
002
Location
Bradford, VT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$392.1K total assets
Net assets$392.1KLiabilities$0
Money in vs. money out
Total income / additions$218.3K
Total expenses$87.2K
Benefits paid / distributions$67.2K
Contributions
Employer$29.4K
Participant$152.3K
Full reported line items
Total assets (EOY)
$392,111
Total liabilities (EOY)
$0
Net assets (EOY)
$392,111
Employer contributions
$29,351
Participant contributions
$152,323
Total income / additions
$218,280
Benefits paid
$67,227
Administrative expenses
$13,838
Total expenses
$87,192
Net increase / (decrease)
$131,088
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $16K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015105718NAL0014440995001 cover?
It is the 2023 Form 5500 filing for Valley Vista 401(K) Plan, reported by Oas, LLC (EIN 30-0223857).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages