Northern Valley Indian Health, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Northern Valley Indian Health, 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, Northern Valley Indian Health, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Northern Valley Indian Health, Inc. under EIN 94-1747220 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $18,379,319 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northern Valley Indian Health, Inc.
EIN
94-1747220
Plan number
001
Plan type
2
Location
Willows, CA
Latest filing year
2023
Participants
449
End-of-year plan assets
$18,379,319

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023449H, C20241125161126NAL0009503632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,379,319
Total liabilities (EOY)
$0
Net assets (EOY)
$18,379,319
Net assets (BOY)
$15,383,864

Income & contributions

Employer contributions
$683,462
Participant contributions
$1,584,942
Total contributions
$2,335,264
Total income / additions
$5,064,830

Expenses & distributions

Benefits paid
$2,002,189
Administrative expenses
$67,186
Total expenses
$2,069,375
Net increase / (decrease)
$2,995,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$34,981$3,9892023
Global Retirement Partners, LLCNONE$32,200not reported in the loaded dataset2023

Related Form 5500 pages