· 2022–2024 · DOL EFAST2

Chariton Valley Association, Inc. — Chariton Valley, Form 5500 (2024)

Original filing (PDF)20250915145350NAL0003222994001

Chariton Valley Association, Inc.

Form 5500-SF

FILING_RECEIVED

Chariton Valley Association Retirement Plan

401(k) retirement plan · Chariton Valley Association, Inc.'s Chariton Valley Association Retirement Plan held $11K in plan assets for 11 participants in 2024.

Active participants

11

Accounts w/ balance

8

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

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

31

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CHARITON VALLEY ASSOCIATION, INC.

EIN

Address

1708 E LAHARPE · P.O. BOX 1095 · KIRKSVILLE, MO · 63501

Phone

(660) 665-1111

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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