Plain-English plan 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, Willow Valley Communities 401(K) Plan is a benefit plan reported by Willow Valley Communities under EIN 23-2226098 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,009 participants and $28,894,713 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,894,713
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,894,713
- Net assets (BOY)
- $26,148,558
Income & contributions
- Employer contributions
- $629,345
- Participant contributions
- $1,790,541
- Total contributions
- $2,553,386
- Total income / additions
- $7,163,505
Expenses & distributions
- Benefits paid
- $4,300,040
- Administrative expenses
- $117,310
- Total expenses
- $4,417,350
- Net increase / (decrease)
- $2,746,155