Plan5500

Valley Family Health Care, Inc. 403(B) Plan — Form 5500 plan (Valley Family Health Care, Inc.)

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 Family Health Care, Inc. 403(B) Plan is a benefit plan reported by Valley Family Health Care, Inc. under EIN 82-0371383 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $9,054,176 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Family Health Care, Inc.
EIN
82-0371383
Plan number
001
Plan type
2
Location
Payette, ID
Latest filing year
2023
Participants
329
End-of-year plan assets
$9,054,176

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023329H, C20240828105322NAL0012052209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,054,176
Total liabilities (EOY)
$0
Net assets (EOY)
$9,054,176
Net assets (BOY)
$6,851,442

Income & contributions

Employer contributions
$557,825
Participant contributions
$1,052,227
Total contributions
$1,847,371
Total income / additions
$3,164,634

Expenses & distributions

Benefits paid
$935,386
Administrative expenses
$26,514
Total expenses
$961,900
Net increase / (decrease)
$2,202,734

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$26,513$02023
Northwestern Mutual Wealth MgmtINVESTMENT ADVISORY$0$18,4422023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages