Original filing (PDF)20260327080655NAL0007076752001

Valley Forest School

Name: Valley Forest School — Valley Forest School WHAT, Form 5500 (2025)
Creator: Valley Forest School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley Forest School WHAT Benefit Plan

Health & welfare plan · Valley Forest School's Valley Forest School WHAT Benefit Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kenneth Penn signed Valley Forest School's 2025 Form 5500 as plan administrator.

Kenneth Penn — 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

Valley Forest School's EIN is 83-4047617.

EIN 83-4047617

Plan number 501

Plan year 2025

ACK ID 20260327080655NAL0007076752001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Valley Forest School from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Valley Forest School's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

VALLEY FOREST SCHOOL

EIN

all filings

Address

2226 BAINBRIDGE DR · SALEM, VA · 24153

Phone

(540) 293-2730

Industry

Arts, Entertainment, Recreation

Plan administrator

Name

KENNETH PENN

EIN

92-0735173

City

RICHMOND, VA

Phone

(804) 644-1607

Plan characteristics

Plan number

501

Plan year

2025

Plan year begin

2025-03-01

Tax period

2025-08-31

Filed

2026-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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