Original filing (PDF)20240515202930NAL0022238083001

LOCAHAN, LLC DBA VALLEY OFFICE SYSTEMS

Name: LOCAHAN, LLC DBA VALLEY OFFICE SYSTEMS — VALLEY OFFICE SYSTEMS 401(K) PLAN, Form 5500 (2023)
Creator: LOCAHAN, LLC DBA VALLEY OFFICE SYSTEMS

Form 5500-SF

FILING_RECEIVED

VALLEY OFFICE SYSTEMS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAHAN, LLC DBA VALLEY OFFICE SYSTEMS.

Plan sponsor

Name

LOCAHAN, LLC DBA VALLEY OFFICE SYSTEMS

EIN

83-1060312

Address

2050 1ST ST. · IDAHO FALLS, ID · 83401

Phone

(208) 529-2777

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-14

Filed

2024-05-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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