2023 Form 5500 filing — Valley Residential Services 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 20241015112717NAL0057222354001) for Valley Residential Services 401(K) Plan, reported by Valley Residential Services under EIN 91-1163446 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112717NAL0057222354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Residential Services
- EIN
- 91-1163446
- Plan number
- 001
- Location
- Walla Walla, WA
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,897,256
- Net assets (EOY)
- $1,897,256
- Employer contributions
- $106,715
- Participant contributions
- $203,082
- Total income / additions
- $582,380
- Benefits paid
- $235,469
- Administrative expenses
- $12,231
- Total expenses
- $247,700
- Net increase / (decrease)
- $334,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | RIA | $10,926 | not reported in the loaded dataset |