Original filing (PDF)20241009123841NAL0031160544001

VALLEY PROPERTIES INC.

Name: VALLEY PROPERTIES INC. — VALLEY PROPERTIES INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: VALLEY PROPERTIES INC.

Form 5500-SF

FILING_RECEIVED

VALLEY PROPERTIES INC. PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY PROPERTIES INC..

Plan sponsor

Name

VALLEY PROPERTIES INC.

EIN

25-1022001

Address

PO BOX 191 · OAKMONT, PA · 15139

Phone

(412) 828-3000

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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