401k Plan data: VALLEY OAK FINANCIAL, PLC 401(K) P/S PLAN plan

VALLEY OAK FINANCIAL, PLC 401(K) P/S PLAN 401k Plan overview

Plan Name	VALLEY OAK FINANCIAL, PLC 401(K) P/S PLAN
Plan identification number	001

VALLEY OAK FINANCIAL, PLC 401(K) P/S PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VALLEY OAK FINANCIAL, PLC has sponsored the creation of one or more 401k plans.

Company Name: VALLEY OAK FINANCIAL, PLC

Employer identification number (EIN): 205030243

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about VALLEY OAK FINANCIAL, PLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: D04761

More information about VALLEY OAK FINANCIAL, PLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY OAK FINANCIAL, PLC 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES GASAWAY 2024-07-23 JAMES GASAWAY 2024-07-23
001 2022-01-01
001 2021-01-01
001 2020-01-01 AMBER RZEPKA 2021-05-17
001 2019-01-01 MATTHEW RZEPKA 2020-07-14
001 2018-01-01 JULIE VLIETSTRA 2019-05-28
001 2017-01-01 JULIE VLIETSTRA 2018-06-06
001 2016-01-01 JULIE VLIETSTRA 2017-05-17
001 2015-01-01 JULIE VLIETSTRA 2016-06-02
001 2014-01-01 JULIE VLIETSTRA 2015-06-23
001 2013-01-01 JULIE VLIETSTRA 2014-05-19
001 2012-01-01 MATTHEW RZEPKA 2013-06-13
001 2011-01-01 JULIE VILETSTRA 2012-05-14
001 2010-01-01 MATTHEW RZEPKA 2011-06-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAMES GASAWAY	2024-07-23	JAMES GASAWAY	2024-07-23
001	2022-01-01
001	2021-01-01
001	2020-01-01	AMBER RZEPKA	2021-05-17
001	2019-01-01	MATTHEW RZEPKA	2020-07-14
001	2018-01-01	JULIE VLIETSTRA	2019-05-28
001	2017-01-01	JULIE VLIETSTRA	2018-06-06
001	2016-01-01	JULIE VLIETSTRA	2017-05-17
001	2015-01-01	JULIE VLIETSTRA	2016-06-02
001	2014-01-01	JULIE VLIETSTRA	2015-06-23
001	2013-01-01	JULIE VLIETSTRA	2014-05-19
001	2012-01-01	MATTHEW RZEPKA	2013-06-13
001	2011-01-01	JULIE VILETSTRA	2012-05-14
001	2010-01-01	MATTHEW RZEPKA	2011-06-22

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Company Name:	VALLEY OAK FINANCIAL, PLC
Employer identification number (EIN):	205030243
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	D04761