Valley View Casino 401(K) Plan & Trust — Form 5500 plan (San Pasqual Casino Dev Group)

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, Valley View Casino 401(K) Plan & Trust is a benefit plan reported by San Pasqual Casino Dev Group under EIN 33-0926655 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,088 participants and $33,243,611 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
San Pasqual Casino Dev Group
EIN
33-0926655
Plan number
001
Plan type
2
Location
Valley Center, CA
Latest filing year
2023
Participants
1,088
End-of-year plan assets
$33,243,611

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,088H, C20241015145725NAL0030060081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,243,611
Total liabilities (EOY)
$0
Net assets (EOY)
$33,243,611
Net assets (BOY)
$27,785,413

Income & contributions

Employer contributions
$1,293,158
Participant contributions
$2,180,548
Total contributions
$3,493,587
Total income / additions
$7,758,738

Expenses & distributions

Benefits paid
$2,170,346
Administrative expenses
$112,869
Total expenses
$2,300,540
Net increase / (decrease)
$5,458,198

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncNFP RETIREMENT INC.$71,436not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$41,433$02023

Related Form 5500 pages