How big is Western Valley Insurance Associates' plan?

Western Valley Insurance Associates' plan reported $7.7M in assets and 42 participants for 2024.

Original filing (PDF)20250723114505NAL0010202994001

Western Valley Insurance Associates

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

Form 5500-SF

FILING_RECEIVED

Western Valley Insurance Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Western Valley Insurance Associates' Western Valley Insurance Associates 401(k) Profit Sharing Plan held $7.7M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan identifiers

Western Valley Insurance Associates' EIN is 94-2899459.

EIN 94-2899459

Plan number 001

Plan year 2024

ACK ID 20250723114505NAL0010202994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Western Valley Insurance Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Western Valley Insurance Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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