Original filing (PDF)20250702093447NAL0007507603001

Wallkill Valley Federal Savings & Loan Association

Name: Wallkill Valley Federal Savings & Loan Association — Form 5500 Plan 002 (2024)
Creator: Wallkill Valley Federal Savings & Loan Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallkill Valley Federal Savings & Loan Association 401(k) Profit Sharing Plan

401(k) retirement plan · Wallkill Valley Federal Savings & Loan Association's Wallkill Valley Federal Savings & Loan Association 401(k) Profit Sharing Plan held $6.3M in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Tammy Julian signed Wallkill Valley Federal Savings & Loan Association's 2024 Form 5500 as plan administrator.

Tammy Julian — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wallkill Valley Federal Savings & Loan Association's EIN is 14-1157092.

EIN 14-1157092

Plan number 002

Plan year 2024

ACK ID 20250702093447NAL0007507603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wallkill Valley Federal Savings & Loan Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wallkill Valley Federal Savings & Loan Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLKILL VALLEY FEDERAL SAVINGS & LOAN ASSOCIATION.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score