How big is Cal-Valley Insurance Services, Inc.'s plan?

Cal-Valley Insurance Services, Inc.'s plan reported $5.6M in assets and 43 participants for 2024.

Original filing (PDF)20250422170903NAL0007869120001

Cal-Valley Insurance Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Cal-Valley Insurance Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Cal-Valley Insurance Services, Inc.'s Cal-Valley Insurance Services, Inc. 401(k) Profit Sharing Plan held $5.6M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Cal-Valley Insurance Services, Inc.'s EIN is 77-0150866.

EIN 77-0150866

Plan number 001

Plan year 2024

ACK ID 20250422170903NAL0007869120001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cal-Valley Insurance Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAL-VALLEY INSURANCE SERVICES, 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