How big is Steven S Valancy PA's plan?

Steven S Valancy PA's plan reported $1.7M in assets and 12 participants for 2024.

Original filing (PDF)20250602104144NAL0027483778001

Steven S Valancy PA

Name: Steven S Valancy PA — Steven S Valancy PA 401(k), Form 5500 (2024)
Creator: Steven S Valancy PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven S Valancy PA 401(k) Plan

401(k) retirement plan · Steven S Valancy PA's Steven S Valancy PA 401(k) Plan held $1.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Bob Swain signed Steven S Valancy PA's 2024 Form 5500 as plan administrator.

Bob Swain — 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

Steven S Valancy PA's EIN is 65-1017502.

EIN 65-1017502

Plan number 001

Plan year 2024

ACK ID 20250602104144NAL0027483778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven S Valancy PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven S Valancy PA'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 STEVEN S VALANCY PA.

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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