2023 Form 5500 filing — Valley Christian Schools 401(K) Profit Sharing 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 20241213140043NAL0015840369001) for Valley Christian Schools 401(K) Profit Sharing Plan, reported by Valley Christian Schools under EIN 86-0431878 and plan number 002. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213140043NAL0015840369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Christian Schools
- EIN
- 86-0431878
- Plan number
- 002
- Location
- Chandler, AZ
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,383,277
- Net assets (EOY)
- $3,383,277
- Employer contributions
- $92,572
- Participant contributions
- $205,202
- Total income / additions
- $511,589
- Benefits paid
- $132,198
- Administrative expenses
- $17,451
- Total expenses
- $149,649
- Net increase / (decrease)
- $361,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silver Oak Securities Inc | INVESTMENT ADVISORY | $0 | $55,280 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,638 | $0 |
| Principal Life Insurance Company | CONTRACT ADMIN | $17,450 | $0 |
| Silver Oak Securities Inc | INVESTMENT ADVISORY | $0 | $12,031 |