People Sustaining Kings Valley 403(B) Plan — Form 5500 plan (People Sustaining Kings Valley)
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, People Sustaining Kings Valley 403(B) Plan is a benefit plan reported by People Sustaining Kings Valley under EIN 45-2303537 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $1,472,631 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- People Sustaining Kings Valley
- EIN
- 45-2303537
- Plan number
- 001
- Plan type
- 2
- Location
- Philomath, OR
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $1,472,631
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20250325152146NAL0014499313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,472,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,472,631
- Net assets (BOY)
- $1,242,066
Income & contributions
- Employer contributions
- $141,533
- Participant contributions
- $74,702
- Total contributions
- $216,235
- Total income / additions
- $405,109
Expenses & distributions
- Benefits paid
- $160,370
- Administrative expenses
- $14,174
- Total expenses
- $174,544
- Net increase / (decrease)
- $230,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Benefit Services, Inc. | CONTRACT ADMINISTRATOR | $3,850 | $4,140 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,461 | $0 | 2023 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $5,443 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,092 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for People Sustaining Kings Valley
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Philomath, OR
- Professional Benefit Services, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation