Original filing (PDF)20240117153700NAL0004321026001

FIVE VALLEYS LAW, PLLC

Name: FIVE VALLEYS LAW, PLLC — FIVE VALLEYS LAW, PLLC 401(K) PLAN, Form 5500 (2023)
Creator: FIVE VALLEYS LAW, PLLC

Form 5500-SF

FILING_RECEIVED

FIVE VALLEYS LAW, PLLC 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 FIVE VALLEYS LAW, PLLC.

Plan sponsor

Name

FIVE VALLEYS LAW, PLLC

EIN

83-3380262

Address

1410 S RESERVE ST · STE C · MISSOULA, MT · 59801

Phone

(406) 203-1410

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-23

Filed

2024-01-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ROBERTA K FELDMAN

ROBERTA K FELDMAN 401K PROFIT SHARING PLAN

ELDER & PHILLIPS, P.C.

ELDER & PHILLIPS, P.C. CUSTOM 401(K) PLAN AND TRUST

J R PHILLIPS & ASSOCIATES PC

J R PHILLIPS & ASSOCIATES PC 401(K) P/S PLAN

ENGINEERING INSPECTION TECHNOL

ENGINEERING INSPECTION TECHNOL 401(K) PROFIT SHARING PLAN & TRUST

$0 · 7 participants

KENNETH C. LEACH & ASSOCIATES, P.C.

KENNETH C. LEACH & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN