Valley View Health Center Retirement Savings Plan — Form 5500 plan (Lewis County Community Health Services Dba Valley View Health Center)
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 Health Center Retirement Savings Plan is a benefit plan reported by Lewis County Community Health Services Dba Valley View Health Center under EIN 42-1599749 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $8,316,934 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis County Community Health Services Dba Valley View Health Center
- EIN
- 42-1599749
- Plan number
- 001
- Plan type
- 2
- Location
- Chehalis, WA
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $8,316,934
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241003163052NAL0010904817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,316,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,316,934
- Net assets (BOY)
- $6,641,155
Income & contributions
- Employer contributions
- $437,549
- Participant contributions
- $983,210
- Total contributions
- $1,522,779
- Total income / additions
- $2,714,921
Expenses & distributions
- Benefits paid
- $985,310
- Administrative expenses
- $53,832
- Total expenses
- $1,039,142
- Net increase / (decrease)
- $1,675,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,002 | $0 | 2023 |
| Wells Fargo Advisors Ins Agency LLC | OTHER SERVICES | $0 | $17,756 | 2023 |
| Farmer & Betts, Inc | CONTRACT ADMINISTRATOR | $3,829 | $3,103 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lewis County Community Health Services Dba Valley View Health Center
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Chehalis, WA
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Advisors Ins Agency LLC — Schedule C compensation
- Farmer & Betts, Inc — Schedule C compensation