How big is Valley Wealth Management, Inc.'s plan?

Valley Wealth Management, Inc.'s plan reported $541K in assets and 4 participants for 2024.

Original filing (PDF)20250926100129NAL0003939139001

Valley Wealth Management, Inc.

Name: Valley Wealth Management, Inc. — Valley Wealth, Form 5500 (2024)
Creator: Valley Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley Wealth Management 401(k) Plan

401(k) retirement plan · Valley Wealth Management, Inc.'s Valley Wealth Management 401(k) Plan held $541K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$541K

Net assets (EOY)

$541K

Plan identifiers

Valley Wealth Management, Inc.'s EIN is 30-1256513.

EIN 30-1256513

Plan number 001

Plan year 2024

ACK ID 20250926100129NAL0003939139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valley Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valley Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALLEY WEALTH MANAGEMENT, INC..

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Plan health score

Top-tier plan health

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