Valley Christian Schools Retirement Plan — Form 5500 plan (Valley Christian Schools)
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 Christian Schools Retirement Plan is a benefit plan reported by Valley Christian Schools under EIN 94-1495182 and plan number 001. The latest loaded filing year is 2023. The filing reports 680 participants and $47,993,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Christian Schools
- EIN
- 94-1495182
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 680
- End-of-year plan assets
- $47,993,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 680 | H, C | 20241015172908NAL0015171587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,993,201
- Net assets (EOY)
- $47,993,201
- Net assets (BOY)
- $39,844,685
Income & contributions
- Employer contributions
- $2,245,427
- Participant contributions
- $3,165,233
- Total contributions
- $5,410,660
- Total income / additions
- $11,698,827
Expenses & distributions
- Benefits paid
- $3,442,236
- Administrative expenses
- $105,663
- Total expenses
- $3,550,311
- Net increase / (decrease)
- $8,148,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Service Company | NONE | $102,512 | $0 | 2023 |
| Variable Annuity Life Company | NONE | $3,151 | $0 | 2023 |