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, Jefferson Valley Racquet & Fitness Club 401(K) Discretionary Match Plan is a benefit plan reported by Jefferson Valley Operations, Inc. under EIN 82-4603963 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $10,920,964 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,920,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,920,964
- Net assets (BOY)
- $10,194,445
Income & contributions
- Employer contributions
- $44,381
- Participant contributions
- $480,507
- Total contributions
- $524,888
- Total income / additions
- $2,126,186
Expenses & distributions
- Benefits paid
- $1,361,728
- Administrative expenses
- $37,939
- Total expenses
- $1,399,667
- Net increase / (decrease)
- $726,519