Valley Hope 401(K) Retirement Plan — Form 5500 plan (Valley Hope Association)
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 Hope 401(K) Retirement Plan is a benefit plan reported by Valley Hope Association under EIN 48-0728186 and plan number 003. The latest loaded filing year is 2023. The filing reports 827 participants and $20,367,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Hope Association
- EIN
- 48-0728186
- Plan number
- 003
- Plan type
- 2
- Location
- Norton, KS
- Latest filing year
- 2023
- Participants
- 827
- End-of-year plan assets
- $20,367,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 827 | H, C | 20241010143830NAL0010144067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,367,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,367,418
- Net assets (BOY)
- $16,676,822
Income & contributions
- Employer contributions
- $687,655
- Participant contributions
- $1,941,134
- Total contributions
- $2,757,179
- Total income / additions
- $5,899,463
Expenses & distributions
- Benefits paid
- $2,188,858
- Administrative expenses
- $4,256
- Total expenses
- $2,208,867
- Net increase / (decrease)
- $3,690,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,256 | $0 | 2023 |