2023 Form 5500 filing — Valley View Casino 401(K) Plan & Trust

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 20241015145725NAL0030060081001) for Valley View Casino 401(K) Plan & Trust, reported by San Pasqual Casino Dev Group under EIN 33-0926655 and plan number 001. It reports 1,088 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015145725NAL0030060081001
Filing year
2023
Form type
2
Plan sponsor
San Pasqual Casino Dev Group
EIN
33-0926655
Plan number
001
Location
Valley Center, CA
Participants
1,088
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$33,243,611
Total liabilities (EOY)
$0
Net assets (EOY)
$33,243,611
Employer contributions
$1,293,158
Participant contributions
$2,180,548
Total income / additions
$7,758,738
Benefits paid
$2,170,346
Administrative expenses
$112,869
Total expenses
$2,300,540
Net increase / (decrease)
$5,458,198
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nfp Retirement IncNFP RETIREMENT INC.$71,436not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$41,433$0

Related Form 5500 pages