How big is Valley West Financial Insurance's plan?

Valley West Financial Insurance's plan reported $333K in assets and 8 participants for 2024.

Original filing (PDF)20250607095346NAL0010617587001

Valley West Financial Insurance

Name: Valley West Financial Insurance — Valley West, Form 5500 (2024)
Creator: Valley West Financial Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley West Financial Insurance Services Corporation

401(k) retirement plan · Valley West Financial Insurance's Valley West Financial Insurance Services Corporation held $333K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

People on this filing

Nick Rice signed Valley West Financial Insurance's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Valley West Financial Insurance's EIN is 33-0408405.

EIN 33-0408405

Plan number 001

Plan year 2024

ACK ID 20250607095346NAL0010617587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valley West Financial Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valley West Financial Insurance'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 WEST FINANCIAL INSURANCE.

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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