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WEST VALLEY PENSION PLAN 401k Plan overview

Plan NameWEST VALLEY PENSION PLAN
Plan identification number 001

WEST VALLEY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

CH2M HILL BWXT WEST VALLEY, LLC has sponsored the creation of one or more 401k plans.

Company Name:CH2M HILL BWXT WEST VALLEY, LLC
Employer identification number (EIN):900629675
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST VALLEY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAURA ORTEGA
0012016-01-01LAURA ORTEGA
0012015-01-01LAURA ORTEGA
0012014-01-01LAURA ORTEGA
0012013-01-01LAURA ORTEGA
0012012-01-01LAURA ORTEGA
0012011-01-01LAURA ORTEGA

Plan Statistics for WEST VALLEY PENSION PLAN

401k plan membership statisitcs for WEST VALLEY PENSION PLAN

Measure Date Value
2023: WEST VALLEY PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01774
Total number of active participants reported on line 7a of the Form 55002023-01-01104
Number of retired or separated participants receiving benefits2023-01-01387
Number of other retired or separated participants entitled to future benefits2023-01-01209
Total of all active and inactive participants2023-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0166
Total participants2023-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WEST VALLEY PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31151,059,831
Acturial value of plan assets2022-12-31143,672,178
Funding target for retired participants and beneficiaries receiving payment2022-12-3172,245,647
Number of terminated vested participants2022-12-31244
Fundng target for terminated vested participants2022-12-3119,128,119
Active participant vested funding target2022-12-3130,988,638
Number of active participants2022-12-31121
Total funding liabilities for active participants2022-12-3132,821,437
Total participant count2022-12-31797
Total funding target for all participants2022-12-31124,195,203
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3111,671,140
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3111,671,140
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3112,505,627
Total employer contributions2022-12-3113,700,000
Total employee contributions2022-12-31174,692
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3113,193,936
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,493,062
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3113,193,936
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01782
Total number of active participants reported on line 7a of the Form 55002022-01-01111
Number of retired or separated participants receiving benefits2022-01-01376
Number of other retired or separated participants entitled to future benefits2022-01-01225
Total of all active and inactive participants2022-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0162
Total participants2022-01-01774
2021: WEST VALLEY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31147,823,293
Acturial value of plan assets2021-12-31133,040,964
Funding target for retired participants and beneficiaries receiving payment2021-12-3162,188,697
Number of terminated vested participants2021-12-31266
Fundng target for terminated vested participants2021-12-3122,099,558
Active participant vested funding target2021-12-3132,110,285
Number of active participants2021-12-31137
Total funding liabilities for active participants2021-12-3134,349,146
Total participant count2021-12-31810
Total funding target for all participants2021-12-31118,637,401
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3111,072,137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3111,671,140
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3111,671,140
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3111,671,140
Total employer contributions2021-12-310
Total employee contributions2021-12-31192,617
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,181,321
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01793
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-01368
Number of other retired or separated participants entitled to future benefits2021-01-01237
Total of all active and inactive participants2021-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0155
Total participants2021-01-01782
2020: WEST VALLEY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31116,795,754
Acturial value of plan assets2020-12-31110,799,393
Funding target for retired participants and beneficiaries receiving payment2020-12-3161,117,719
Number of terminated vested participants2020-12-31288
Fundng target for terminated vested participants2020-12-3123,194,182
Active participant vested funding target2020-12-3131,844,854
Number of active participants2020-12-31142
Total funding liabilities for active participants2020-12-3134,104,603
Total participant count2020-12-31816
Total funding target for all participants2020-12-31118,416,504
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-313,118
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-313,292
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3116,689,006
Total employee contributions2020-12-31212,681
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3115,513,159
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,587,066
Net shortfall amortization installment of oustanding balance2020-12-317,617,111
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-314,441,022
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-314,441,022
Contributions allocatedtoward minimum required contributions for current year2020-12-3115,513,159
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01799
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-01348
Number of other retired or separated participants entitled to future benefits2020-01-01258
Total of all active and inactive participants2020-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0149
Total participants2020-01-01793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WEST VALLEY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3196,135,090
Acturial value of plan assets2019-12-31101,811,626
Funding target for retired participants and beneficiaries receiving payment2019-12-3153,894,273
Number of terminated vested participants2019-12-31317
Fundng target for terminated vested participants2019-12-3125,183,963
Active participant vested funding target2019-12-3131,755,719
Number of active participants2019-12-31152
Total funding liabilities for active participants2019-12-3134,361,771
Total participant count2019-12-31822
Total funding target for all participants2019-12-31113,440,007
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,706
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-315,328,286
Total employee contributions2019-12-31216,828
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-315,078,556
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,559,800
Net shortfall amortization installment of oustanding balance2019-12-3111,628,475
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,075,438
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-315,075,438
Contributions allocatedtoward minimum required contributions for current year2019-12-315,078,556
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01807
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-01328
Number of other retired or separated participants entitled to future benefits2019-01-01280
Total of all active and inactive participants2019-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0148
Total participants2019-01-01799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WEST VALLEY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31105,193,108
Acturial value of plan assets2018-12-3197,251,219
Funding target for retired participants and beneficiaries receiving payment2018-12-3148,032,372
Number of terminated vested participants2018-12-31345
Fundng target for terminated vested participants2018-12-3125,032,709
Active participant vested funding target2018-12-3128,936,014
Number of active participants2018-12-31156
Total funding liabilities for active participants2018-12-3131,646,579
Total participant count2018-12-31827
Total funding target for all participants2018-12-31104,711,660
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-312,090
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,214
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-314,244,575
Total employee contributions2018-12-31224,955
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-314,066,377
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,440,800
Net shortfall amortization installment of oustanding balance2018-12-317,460,441
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,064,764
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-314,064,764
Contributions allocatedtoward minimum required contributions for current year2018-12-314,066,377
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01812
Total number of active participants reported on line 7a of the Form 55002018-01-01152
Number of retired or separated participants receiving benefits2018-01-01298
Number of other retired or separated participants entitled to future benefits2018-01-01309
Total of all active and inactive participants2018-01-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0148
Total participants2018-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WEST VALLEY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3189,837,914
Acturial value of plan assets2017-12-3190,815,790
Funding target for retired participants and beneficiaries receiving payment2017-12-3145,203,534
Number of terminated vested participants2017-12-31356
Fundng target for terminated vested participants2017-12-3124,027,700
Active participant vested funding target2017-12-3126,714,327
Number of active participants2017-12-31161
Total funding liabilities for active participants2017-12-3129,244,746
Total participant count2017-12-31836
Total funding target for all participants2017-12-3198,475,980
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-312,200
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-314,013,402
Total employee contributions2017-12-31227,976
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,802,206
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,323,874
Net shortfall amortization installment of oustanding balance2017-12-317,660,190
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-313,800,116
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-313,800,116
Contributions allocatedtoward minimum required contributions for current year2017-12-313,802,206
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01820
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-01277
Number of other retired or separated participants entitled to future benefits2017-01-01334
Total of all active and inactive participants2017-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0145
Total participants2017-01-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: WEST VALLEY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3184,898,946
Acturial value of plan assets2016-12-3188,654,198
Funding target for retired participants and beneficiaries receiving payment2016-12-3141,156,576
Number of terminated vested participants2016-12-31386
Fundng target for terminated vested participants2016-12-3124,490,356
Active participant vested funding target2016-12-3124,655,045
Number of active participants2016-12-31156
Total funding liabilities for active participants2016-12-3126,831,955
Total participant count2016-12-31834
Total funding target for all participants2016-12-3192,478,887
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31171,039
Prefunding balanced used to offset prior years funding requirement2016-12-31171,039
Present value of excess contributions2016-12-311,337
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-313,028,423
Total employee contributions2016-12-31226,854
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,858,220
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,103,795
Net shortfall amortization installment of oustanding balance2016-12-313,824,689
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,856,020
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-312,856,020
Contributions allocatedtoward minimum required contributions for current year2016-12-312,858,220
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01819
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-01272
Number of other retired or separated participants entitled to future benefits2016-01-01344
Total of all active and inactive participants2016-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0143
Total participants2016-01-01820
2015: WEST VALLEY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01823
Total number of active participants reported on line 7a of the Form 55002015-01-01156
Number of retired or separated participants receiving benefits2015-01-01251
Number of other retired or separated participants entitled to future benefits2015-01-01375
Total of all active and inactive participants2015-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0137
Total participants2015-01-01819
2014: WEST VALLEY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01814
Total number of active participants reported on line 7a of the Form 55002014-01-01160
Number of retired or separated participants receiving benefits2014-01-01241
Number of other retired or separated participants entitled to future benefits2014-01-01390
Total of all active and inactive participants2014-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0132
Total participants2014-01-01823
2013: WEST VALLEY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01817
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of retired or separated participants receiving benefits2013-01-01232
Number of other retired or separated participants entitled to future benefits2013-01-01396
Total of all active and inactive participants2013-01-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0129
Total participants2013-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WEST VALLEY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01861
Total number of active participants reported on line 7a of the Form 55002012-01-01163
Number of retired or separated participants receiving benefits2012-01-01211
Number of other retired or separated participants entitled to future benefits2012-01-01439
Total of all active and inactive participants2012-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0127
Total participants2012-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: WEST VALLEY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01863
Total number of active participants reported on line 7a of the Form 55002011-01-01164
Number of retired or separated participants receiving benefits2011-01-01192
Number of other retired or separated participants entitled to future benefits2011-01-01483
Total of all active and inactive participants2011-01-01839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0122
Total participants2011-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128

Financial Data on WEST VALLEY PENSION PLAN

Measure Date Value
2023 : WEST VALLEY PENSION PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$122,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$108,654
Total income from all sources (including contributions)2023-12-31$15,027,583
Total of all expenses incurred2023-12-31$8,225,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,108,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$169,189
Value of total assets at end of year2023-12-31$128,600,067
Value of total assets at beginning of year2023-12-31$121,784,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,117,275
Total interest from all sources2023-12-31$13,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$169,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,336
Administrative expenses (other) incurred2023-12-31$521,348
Liabilities. Value of operating payables at end of year2023-12-31$122,266
Liabilities. Value of operating payables at beginning of year2023-12-31$108,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,802,257
Value of net assets at end of year (total assets less liabilities)2023-12-31$128,477,801
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$121,675,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$324,502
Value of interest in common/collective trusts at end of year2023-12-31$127,855,694
Value of interest in common/collective trusts at beginning of year2023-12-31$121,122,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$743,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$660,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$660,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$13,277
Net investment gain or loss from common/collective trusts2023-12-31$14,845,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,108,051
Contract administrator fees2023-12-31$77,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DOPKINS & CO, LLP
Accountancy firm EIN2023-12-31160929175
2022 : WEST VALLEY PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$108,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$139,026
Total income from all sources (including contributions)2022-12-31$-21,035,888
Total of all expenses incurred2022-12-31$8,209,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,910,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,874,692
Value of total assets at end of year2022-12-31$121,784,198
Value of total assets at beginning of year2022-12-31$151,059,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,298,467
Total interest from all sources2022-12-31$8,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$275,790
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$174,692
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,336
Administrative expenses (other) incurred2022-12-31$536,452
Liabilities. Value of operating payables at end of year2022-12-31$108,654
Liabilities. Value of operating payables at beginning of year2022-12-31$139,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,245,261
Value of net assets at end of year (total assets less liabilities)2022-12-31$121,675,544
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$150,920,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$419,526
Value of interest in common/collective trusts at end of year2022-12-31$121,122,790
Value of interest in common/collective trusts at beginning of year2022-12-31$150,306,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$660,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$752,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$752,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,813
Net investment gain or loss from common/collective trusts2022-12-31$-34,919,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,910,906
Contract administrator fees2022-12-31$66,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2022-12-31160929175
2021 : WEST VALLEY PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$139,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$271,733
Total income from all sources (including contributions)2021-12-31$10,367,705
Total of all expenses incurred2021-12-31$7,422,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,735,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$192,617
Value of total assets at end of year2021-12-31$151,059,831
Value of total assets at beginning of year2021-12-31$148,247,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$687,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$283,664
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$192,617
Administrative expenses (other) incurred2021-12-31$68,198
Liabilities. Value of operating payables at end of year2021-12-31$139,026
Liabilities. Value of operating payables at beginning of year2021-12-31$271,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,944,739
Value of net assets at end of year (total assets less liabilities)2021-12-31$150,920,805
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$147,976,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$265,310
Value of interest in common/collective trusts at end of year2021-12-31$150,306,840
Value of interest in common/collective trusts at beginning of year2021-12-31$133,783,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$752,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$759,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$759,434
Net investment gain or loss from common/collective trusts2021-12-31$10,175,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$13,704,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,735,456
Contract administrator fees2021-12-31$70,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2021-12-31160929175
2020 : WEST VALLEY PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$271,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$174,753
Total income from all sources (including contributions)2020-12-31$38,186,468
Total of all expenses incurred2020-12-31$6,879,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,840,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,901,688
Value of total assets at end of year2020-12-31$148,247,799
Value of total assets at beginning of year2020-12-31$116,843,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,039,233
Total interest from all sources2020-12-31$613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$151,531
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$212,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$289
Administrative expenses (other) incurred2020-12-31$514,556
Liabilities. Value of operating payables at end of year2020-12-31$271,733
Liabilities. Value of operating payables at beginning of year2020-12-31$174,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$31,306,952
Value of net assets at end of year (total assets less liabilities)2020-12-31$147,976,066
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$116,669,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$309,953
Value of interest in common/collective trusts at end of year2020-12-31$133,783,623
Value of interest in common/collective trusts at beginning of year2020-12-31$114,153,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$759,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$410,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$410,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$613
Net investment gain or loss from common/collective trusts2020-12-31$21,284,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,689,006
Employer contributions (assets) at end of year2020-12-31$13,704,742
Employer contributions (assets) at beginning of year2020-12-31$2,279,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,840,283
Contract administrator fees2020-12-31$63,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DOPKINS & COMPANY
Accountancy firm EIN2020-12-31160929175
2019 : WEST VALLEY PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$174,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$174,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$93,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$93,225
Total income from all sources (including contributions)2019-12-31$27,307,386
Total income from all sources (including contributions)2019-12-31$27,307,386
Total of all expenses incurred2019-12-31$6,701,202
Total of all expenses incurred2019-12-31$6,701,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,792,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,792,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,545,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,545,114
Value of total assets at end of year2019-12-31$116,843,867
Value of total assets at end of year2019-12-31$116,843,867
Value of total assets at beginning of year2019-12-31$96,156,155
Value of total assets at beginning of year2019-12-31$96,156,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$908,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$908,976
Total interest from all sources2019-12-31$6,686
Total interest from all sources2019-12-31$6,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$111,269
Administrative expenses professional fees incurred2019-12-31$111,269
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$216,828
Contributions received from participants2019-12-31$216,828
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$289
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$398
Administrative expenses (other) incurred2019-12-31$501,147
Administrative expenses (other) incurred2019-12-31$501,147
Liabilities. Value of operating payables at end of year2019-12-31$174,753
Liabilities. Value of operating payables at end of year2019-12-31$174,753
Liabilities. Value of operating payables at beginning of year2019-12-31$93,225
Liabilities. Value of operating payables at beginning of year2019-12-31$93,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,606,184
Value of net income/loss2019-12-31$20,606,184
Value of net assets at end of year (total assets less liabilities)2019-12-31$116,669,114
Value of net assets at end of year (total assets less liabilities)2019-12-31$116,669,114
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,062,930
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,062,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$234,968
Investment advisory and management fees2019-12-31$234,968
Value of interest in common/collective trusts at end of year2019-12-31$114,153,039
Value of interest in common/collective trusts at end of year2019-12-31$114,153,039
Value of interest in common/collective trusts at beginning of year2019-12-31$94,319,781
Value of interest in common/collective trusts at beginning of year2019-12-31$94,319,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$410,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$410,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$392,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$392,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$392,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$392,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,686
Net investment gain or loss from common/collective trusts2019-12-31$21,755,586
Net investment gain or loss from common/collective trusts2019-12-31$21,755,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,328,286
Contributions received in cash from employer2019-12-31$5,328,286
Employer contributions (assets) at end of year2019-12-31$2,279,713
Employer contributions (assets) at end of year2019-12-31$2,279,713
Employer contributions (assets) at beginning of year2019-12-31$1,443,913
Employer contributions (assets) at beginning of year2019-12-31$1,443,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,792,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,792,226
Contract administrator fees2019-12-31$61,592
Contract administrator fees2019-12-31$61,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOPKINS & COMPANY
Accountancy firm name2019-12-31DOPKINS & COMPANY
Accountancy firm EIN2019-12-31160929175
Accountancy firm EIN2019-12-31160929175
2018 : WEST VALLEY PENSION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$93,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$916,536
Total income from all sources (including contributions)2018-12-31$-3,558,973
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,500,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,619,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,462,615
Value of total assets at end of year2018-12-31$96,156,155
Value of total assets at beginning of year2018-12-31$106,039,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$881,333
Total interest from all sources2018-12-31$6,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$244,557
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$218,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$800,043
Administrative expenses (other) incurred2018-12-31$484,764
Liabilities. Value of operating payables at end of year2018-12-31$93,225
Liabilities. Value of operating payables at beginning of year2018-12-31$116,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,059,956
Value of net assets at end of year (total assets less liabilities)2018-12-31$96,062,930
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$105,122,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$95,101
Value of interest in common/collective trusts at end of year2018-12-31$94,319,781
Value of interest in common/collective trusts at beginning of year2018-12-31$104,108,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$392,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$59,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$59,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,023
Net investment gain or loss from common/collective trusts2018-12-31$-8,027,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,244,575
Employer contributions (assets) at end of year2018-12-31$1,443,913
Employer contributions (assets) at beginning of year2018-12-31$1,871,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,619,650
Contract administrator fees2018-12-31$56,911
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$29,764,914
Aggregate carrying amount (costs) on sale of assets2018-12-31$29,764,914
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DOPKINS & COMPANY
Accountancy firm EIN2018-12-31160929175
2017 : WEST VALLEY PENSION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$916,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,051
Total income from all sources (including contributions)2017-12-31$20,428,133
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,171,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,358,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,241,378
Value of total assets at end of year2017-12-31$106,039,422
Value of total assets at beginning of year2017-12-31$89,877,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$812,900
Total interest from all sources2017-12-31$5,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$115,553
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$227,976
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$800,043
Administrative expenses (other) incurred2017-12-31$482,899
Liabilities. Value of operating payables at end of year2017-12-31$116,493
Liabilities. Value of operating payables at beginning of year2017-12-31$11,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,256,798
Value of net assets at end of year (total assets less liabilities)2017-12-31$105,122,886
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$89,866,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$158,054
Value of interest in common/collective trusts at end of year2017-12-31$104,108,782
Value of interest in common/collective trusts at beginning of year2017-12-31$87,974,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$59,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$412,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$412,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,725
Net investment gain or loss from common/collective trusts2017-12-31$16,181,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,013,402
Employer contributions (assets) at end of year2017-12-31$1,871,387
Employer contributions (assets) at beginning of year2017-12-31$1,489,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,358,435
Contract administrator fees2017-12-31$56,394
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$6,925,375
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,925,375
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOPKINS & COMPANY LLC
Accountancy firm EIN2017-12-31160929175
2016 : WEST VALLEY PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$48,880
Total income from all sources (including contributions)2016-12-31$10,081,959
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,079,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,343,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,255,277
Value of total assets at end of year2016-12-31$89,877,139
Value of total assets at beginning of year2016-12-31$84,912,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$735,532
Total interest from all sources2016-12-31$1,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$105,578
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$226,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$24
Administrative expenses (other) incurred2016-12-31$461,916
Liabilities. Value of operating payables at end of year2016-12-31$11,051
Liabilities. Value of operating payables at beginning of year2016-12-31$48,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,002,911
Value of net assets at end of year (total assets less liabilities)2016-12-31$89,866,088
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$84,863,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$112,546
Value of interest in common/collective trusts at end of year2016-12-31$87,974,263
Value of interest in common/collective trusts at beginning of year2016-12-31$83,726,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$412,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$418,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$418,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,181
Net investment gain or loss from common/collective trusts2016-12-31$6,825,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,028,423
Employer contributions (assets) at end of year2016-12-31$1,489,795
Employer contributions (assets) at beginning of year2016-12-31$766,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,343,516
Contract administrator fees2016-12-31$55,492
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$5,422,458
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,422,458
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOPKINS & COMPANY LLC
Accountancy firm EIN2016-12-31160929175
2015 : WEST VALLEY PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$48,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$57,620
Total income from all sources (including contributions)2015-12-31$537,455
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,890,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,242,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,189,394
Value of total assets at end of year2015-12-31$84,912,057
Value of total assets at beginning of year2015-12-31$89,273,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$647,999
Total interest from all sources2015-12-31$129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$111,104
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$211,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$24
Administrative expenses (other) incurred2015-12-31$390,925
Liabilities. Value of operating payables at end of year2015-12-31$48,880
Liabilities. Value of operating payables at beginning of year2015-12-31$57,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,352,623
Value of net assets at end of year (total assets less liabilities)2015-12-31$84,863,177
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$89,215,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$81,734
Value of interest in common/collective trusts at end of year2015-12-31$83,726,384
Value of interest in common/collective trusts at beginning of year2015-12-31$88,645,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$418,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$311,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$311,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$129
Net investment gain or loss from common/collective trusts2015-12-31$-1,652,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,977,829
Employer contributions (assets) at end of year2015-12-31$766,928
Employer contributions (assets) at beginning of year2015-12-31$315,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,242,079
Contract administrator fees2015-12-31$64,236
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,657,253
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,657,253
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2015-12-31160929175
2014 : WEST VALLEY PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$57,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$62,169
Total income from all sources (including contributions)2014-12-31$9,189,276
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,572,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,938,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,312,098
Value of total assets at end of year2014-12-31$89,273,420
Value of total assets at beginning of year2014-12-31$84,661,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$633,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$146,620
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$203,225
Administrative expenses (other) incurred2014-12-31$327,558
Liabilities. Value of operating payables at end of year2014-12-31$57,620
Liabilities. Value of operating payables at beginning of year2014-12-31$62,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,616,899
Value of net assets at end of year (total assets less liabilities)2014-12-31$89,215,800
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$84,598,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$105,643
Value of interest in common/collective trusts at end of year2014-12-31$88,645,871
Value of interest in common/collective trusts at beginning of year2014-12-31$81,579,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$311,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$282,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$282,382
Net investment gain or loss from common/collective trusts2014-12-31$7,877,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,108,873
Employer contributions (assets) at end of year2014-12-31$315,915
Employer contributions (assets) at beginning of year2014-12-31$2,799,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,938,893
Contract administrator fees2014-12-31$53,663
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$6,684,682
Aggregate carrying amount (costs) on sale of assets2014-12-31$6,684,682
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2014-12-31160929175
2013 : WEST VALLEY PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$62,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,016
Total income from all sources (including contributions)2013-12-31$10,623,523
Total of all expenses incurred2013-12-31$3,862,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,530,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,005,663
Value of total assets at end of year2013-12-31$84,661,070
Value of total assets at beginning of year2013-12-31$77,858,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$332,637
Total interest from all sources2013-12-31$29
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$102,113
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$206,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$14
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$62,169
Liabilities. Value of operating payables at beginning of year2013-12-31$20,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,760,739
Value of net assets at end of year (total assets less liabilities)2013-12-31$84,598,901
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$77,838,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$185,194
Value of interest in common/collective trusts at end of year2013-12-31$81,579,467
Value of interest in common/collective trusts at beginning of year2013-12-31$77,542,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$282,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$316,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$316,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$29
Net investment gain or loss from common/collective trusts2013-12-31$7,617,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,799,221
Employer contributions (assets) at end of year2013-12-31$2,799,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,530,147
Contract administrator fees2013-12-31$45,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2013-12-31160929175
2012 : WEST VALLEY PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$47,067
Total income from all sources (including contributions)2012-12-31$11,122,674
Total of all expenses incurred2012-12-31$3,741,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,438,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,643,753
Value of total assets at end of year2012-12-31$77,858,178
Value of total assets at beginning of year2012-12-31$70,503,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$302,816
Total interest from all sources2012-12-31$271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$130,259
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$206,305
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$22,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$14
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$11
Other income not declared elsewhere2012-12-31$494
Administrative expenses (other) incurred2012-12-31$130,070
Liabilities. Value of operating payables at end of year2012-12-31$20,016
Liabilities. Value of operating payables at beginning of year2012-12-31$47,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,381,453
Value of net assets at end of year (total assets less liabilities)2012-12-31$77,838,162
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$70,456,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$42,487
Value of interest in common/collective trusts at end of year2012-12-31$77,542,119
Value of interest in common/collective trusts at beginning of year2012-12-31$68,509,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$316,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$249,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$249,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$271
Net investment gain or loss from common/collective trusts2012-12-31$9,478,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,437,448
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,722,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,438,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2012-12-31160929175
2011 : WEST VALLEY PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$47,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$102,763
Total income from all sources (including contributions)2011-12-31$6,841,759
Total of all expenses incurred2011-12-31$3,103,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,831,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,002,682
Value of total assets at end of year2011-12-31$70,503,776
Value of total assets at beginning of year2011-12-31$66,821,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$272,197
Total interest from all sources2011-12-31$43
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$108,779
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$325,296
Participant contributions at end of year2011-12-31$22,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$11
Administrative expenses (other) incurred2011-12-31$64,531
Liabilities. Value of operating payables at end of year2011-12-31$47,067
Liabilities. Value of operating payables at beginning of year2011-12-31$102,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,738,248
Value of net assets at end of year (total assets less liabilities)2011-12-31$70,456,709
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$66,718,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$64,330
Value of interest in master investment trust accounts at beginning of year2011-12-31$66,331,224
Value of interest in common/collective trusts at end of year2011-12-31$68,509,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$249,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$43
Net investment gain or loss from common/collective trusts2011-12-31$3,301,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,677,386
Employer contributions (assets) at end of year2011-12-31$1,722,386
Employer contributions (assets) at beginning of year2011-12-31$490,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,831,314
Contract administrator fees2011-12-31$34,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2011-12-31160929175

Form 5500 Responses for WEST VALLEY PENSION PLAN

2023: WEST VALLEY PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WEST VALLEY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEST VALLEY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEST VALLEY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEST VALLEY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEST VALLEY PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEST VALLEY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEST VALLEY PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEST VALLEY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEST VALLEY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEST VALLEY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEST VALLEY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEST VALLEY PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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